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You have ambitions, dreams, and hopes for yourself and your family. Logic Wealth Management is focused on helping you achieve these goals
by navigating through the expected and unexpected. Through our team of advisors,
we are able to offer comprehensive wealth management services.

Tax Strategies

Up-to-date on all the latest deductions and credit

Investment Management

Including Social and Environmentally Conscious Investing

Retirement & Estate Planning

Determine retirement income goals

Our Holistic Approach

Many wealth management providers offer services such as investment strategy implementation and comprehensive reporting and
monitoring. But where Logic Wealth Management differentiates itself is we consider every aspect of
your life when working with you to reach your investment goals.

Free Consultation

We want you to feel comfortable with our team and our process, therefore we offer a free consultation for you to better evaluate
whether we are a good fit for you. In this initial meeting, we will get to know you, your current financial
situation and your goals. We can meet with you in person or hold a video conference.

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