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INVEST WITH CONSERVATIVE VALUES

You're passionate about this country. And you believe in things like faith, family, integrity, and traditional values. But you have no idea where your hard-earned savings is being invested. How do you make sure your IRA or 401k is supporting the companies and causes that hold the same values as you? We help patriots keep their money from being invested with woke companies, and directed towards those that are doing good business.

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Golf with Grandpa

COMPREHENSIVE WEALTH MANAGEMENT

Work with CERTIFIED FINANCIAL PLANNERâ„¢ professionals that understand how you view the world.

We work with you to craft a retirement and legacy plan to live your best life in retirement and  pass on your assets to your family and to missions and causes that are fighting the good fight.

CUSTOM VALUES-BASED PORTFOLIOS

Invest your savings into stocks, bonds and funds that are aligned with your traditional values.

It is possible to grow your investments, while also ensuring that your money is invested in the right funds and companies. Feel good about wher eyou invest.

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CONTACT US

517.200.4034

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©2024 by Patriot Wealth. 

Investment advisory services offered through Financial MD, LLC, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. This website is provided for informational purposes only and nothing contained herein should be construed as a solicitation to buy or sell any products. Advisory services are offered only to clients and prospective clients in places where Financial MD and its investment adviser representatives are registered or exempt from registration. Investing involves the risk of loss of principal. Past performance is no guarantee of future performance and no investment strategy can guarantee a profit or protect against loss.

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