David McMurtrie, CFP - UBS Financial Services Inc.

The Arkwright Financial Team, led by Nicholas Arkwright, CFP, CRPC, is committed to providing tailored financial planning and wealth management solutions, focusing on the unique needs of pre-retirees, retirees, engineers, and business owners. The team emphasizes building long-term client relationships and creating customized strategies to help clients achieve their financial goals amid life changes.

With a well-rounded approach combining expertise in retirement planning, investment management, and multi-generational wealth transfer, the team strives to address client concerns while empowering them to embrace future opportunities. Ivanna Stefanyshyn, Client Associate, complements the team's mission through exceptional client support, ensuring that administrative needs are met efficiently and effectively.

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