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The Vermont Wealth & Retirement
Wealth Management System

Not a Member? Watch our instructional
. Find out how our WMS
helps you manage virtually every aspect
of your finances.

Feeling Unsure?
Is your financial advisor right for your unique goals and needs?


Is your financial advisor a Certified Financial Planner™?

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education...


Want to Work Less?
The right plan guides you confidently toward retirement on your terms.


Retirement is a journey in itself. Where, how and when do you want to start?

We use 21 years’ experience and a portfolio of powerful wealth management processes and financial services to help you achieve retirement confidence... and help increase your peace-of-mind throughout all ...


  • “Retirement Planning Today” Now Being Conducted at Vermont Technical College: Announcing Our Latest Educational Two-day Course for Adults - Ages 50 to 70.  Email or call (802) 318-4589 for details and registration.

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