The Wealth Builder

Clients come to Wendy Farch for her investing expertise but quickly learn about her taxplanning prowess, too.

ADVISOR CASE STUDY


Wendy Farch has made a name for herself by managing portfolios for 150 high-net-worth households, but she also knows that building wealth goes beyond stocks and bonds. That’s why she spends a lot of time working with qualified specialists on tax- and...

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