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SHWM’s personal approach provides one-on-one relationships between each client and the various members of their SHWM team.

May 2014:  SHWM has been named a Top 100 Fee-Only Wealth Management Firm by CNBC.  Tim Agnew, Managing Director of SHWM said that the SHWM team is "honored and humbled by this recognition.

An important part of our work with business owners (or any client, for that matter) is year-end planning that encompasses a wide range of planning strategies.


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