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Summit Wealth Group LLC, located in White River Junction, VT, specializes in creating vision-based financial life plans that enhance clients' financial well-being through sustainable accumulation and distribution strategies. Their process is centered around understanding clients' personal visions, values, and goals, ensuring that financial decisions align with their unique life aspirations. As a fiduciary, Summit Wealth Group prioritizes clarity in addressing clients' financial issues and challenges, fostering confidence and trust through continuous monitoring and review of their financial strategies. Their commitment to inspiring clients to live their best possible lives underscores the meaningful impact of a well-crafted financial life plan. Generated from the website

Grove Street Fiduciary Wealth and Trust Advisors, based in Peterborough, NH, offers expert investment and planning advice to clients locally and globally. With over 27 years of experience, their team of fee-only advisors prioritizes clients' interests by providing personalized financial planning and investment guidance. As independent fiduciaries, Grove Street Fiduciary is committed to managing and protecting clients' wealth without bias or conflicts of interest. Their team of CERTIFIED FINANCIAL PLANNER professionals adheres to high ethical standards, ensuring clients receive comprehensive and client-centered financial services.Generated from the website