Financial Architects Partners
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Financial Architects Partners is a trusted wealth management firm based in Palo Alto, CA, specializing in optimizing wealth transfer for prominent families across the nation. With a focus on advising on over $20 billion in trust-owned life insurance assets, their experienced leadership team provides tailored solutions to meet the unique needs of their clients.
As an independent firm, Financial Architects Partners is not affiliated with Kestra Investment Services or Kestra Advisory Services, but certain licensed individuals are registered to offer securities and investment advisory services through these entities. With a commitment to providing exceptional service, they offer a range of products and services to residents of the United States, ensuring compliance and transparency in all their operations.
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