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Get to know the Poodiack team, our philosophy and approach, and how we work with our clients.

Our Process and Approach

Finding Your True Wealth With Poodiack Wealth Management Group

Building Trust - Poodiack Wealth Management Group

Poodiack Wealth Management Process

Poodiack Wealth Management Group Overview of Philosophy and Approach

Sounding Board Process

What is Next?

What is Everplans?

What is Eversafe?

What is a Donor Advised Fund?

Liana's Profile

Travis's Profile

Alexis's Profile

Family Meeting

Our Why

Emergency Prep

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149 Emerald Street, Suite UP1 • Keene, NH 03431
(603) 827-4068

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Securities and investment advisory services offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, member FINRA/SIPC, and SEC registered investment adviser. Investment Advisory Services may also be offered through Steward Partners Investment Advisory, LLC, an SEC registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated. Poodiack Wealth Management Group is a team at Steward Partners.

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