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Setarcos Wealth Advisors is a boutique wealth management firm dedicated to our client's financial well-being and success.

We are not compensated fee-only: We are by selling products.

We are a fiduciary advisor: your interests always come first.

We provide comprehensive advice: we consider all aspects of your financial picture including investments, insurance, tax planning, and estate planning.



What makes us unique is our small size coupled with our ability to bring breadth and depth of expertise to every client engagement while building personalized and enduring relationships with our clients.


Reach out any time to discuss blah, blah, no obligation.. blah.

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