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Could You Be Falling Into These Money Mistakes?

At Schaum Wealth Management, we’ve noticed common financial pitfalls that high-earning professionals often encounter, jeopardizing their long-term financial well-being. Take Our Assessment to determine if partnering with a new wealth advisor could safeguard your financial future.

    Investment Priorities: Do you have specific investment objectives? What I'm Seeking… Select all that apply: Current Focus: What's occupying your thoughts currently? Check all that apply. Life Stage: Select the stage that best describes your current situation. Security Holdings: Approximate size of Securities holdings? Access our complimentary guide "Unlocking Financial Success: Avoiding Common Pitfalls"

    Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 502 East Atlantic, Suite 209

    If You Have A Portfolio Of $500,000 Or More, Give Us A Call!