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United States, Canada
Planning for High Income Earners, Retirement Planning, Professional Women
We help wealthy individuals and families of all types who are looking to enjoy a full life, preserve their wealth for future generations, and provide for the people, causes and communities they care about.
Percentage of Assets Under Management
Alex is a Wealth Advisor for Corient based out of Chicago, with close ties to Toronto, Ottawa, and Montreal. She specializes in helping individuals and families meet their financial goals.
Contact this advisor
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