Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

How High-Income Earners Can Reduce Taxes Through Tax Planning & Financial Planning

Tax planning is an essential yet often overlooked component of any financial plan, playing a significant role in wealth accumulation over time, particularly for high-income earners. We use several...
October 07, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016