We are committed to supporting individuals, families, and organizations in the accumulation, conservation, and transfer of wealth. We are a wealth management practice grounded in evidence-based and academically researched investing principles. We and our partners throughout the country are committed to the power of sound investing procedures and exceptional customer service.
Lake Mary Wealth Management is a proud member of the BAM ALLIANCE, a community of investors and advisors who've discovered a better way to safeguard financial futures and realize dreams. Working together, we develop comprehensive wealth management plans customized to fit the unique circumstances of every client.
Lake Mary Wealth Management is a proud member of the BAM ALLIANCE, a community of investors and advisors who've discovered a better way to safeguard financial futures and realize dreams. Working together, we develop comprehensive wealth management plans customized to fit the unique circumstances of every client.
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CPAs are licensed and regulated by their state boards of accountancy.
Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services.
Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services.
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