A few strategies below to give you a feel for the breadth and depth of our planning capabilities, based on Mark’s decades of experience in financial planning.
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Aurelius Family Office, LLC’s website is for informational purposes only and should not be considered financial or investment advice. It also may not provide a complete list of our investment services.
The content is provided for information and/or educational purposes and is not intended to recommend any specific investment or tax strategy.
Past performance is not indicative of future results. Current and prospective clients should not expect the same performance returns based solely on historical results. Historical performance results generally do not include transaction fees, custodial fees, and/or investment management fees. The inclusion of these fees will generally reflect in lower historical returns.
Investments have varying degrees of risk and are not suitable or profitable for every client. Information on this website should not be substituted for personalized advice from an investment professional.
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