Averett Financial
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PM Squared Financial, based in Fort Worth, Texas, aims to offer a family office feel to everyday investors by providing tailored financial planning services. Their diverse array of investment tools includes opportunities in cryptocurrency through a partnership with BitGo and private equity investments in promising local businesses for accredited investors.
The firm focuses on a holistic approach to financial planning, which includes adjusting investments based on personal goals, conducting risk analyses, and developing comprehensive business and legacy planning strategies. With a team experienced in both traditional and alternative investment sectors, PM Squared strives to empower clients through rich relationships that foster success and wealth accumulation.
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