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Married couple / Late 30s / Should we dump NWM?
Married couple / Late 30s / Should we dump NWM? Hi everyone. My wife and I have just under 250K in investments, 630K net worth, we have a mortgage, no car payments, a HELOC balance, and a bit of credit card balance (should be cleared out in the next couple months). After a disastrous relationship with our previous advisor, we ended up going with an advisor through NWM. Our relationship with h...
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