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1. EWA Firm Initiatives (00:39)
2. 2023 Q4 Recap (05:29)
3. Looking Ahead Into Q1 (11:30)
4. Portfolio Changes (21:00)
5. Financial Planning Tips (33:57)
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
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