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![Balancing Luxury and Smart Wealth Management]()
Balancing Luxury and Smart Wealth Management
In the world of high-net-worth lifestyles, there's a common misconception that luxury and investment discipline cannot coexist. However, strategic wealth management can enhance a lavish lifestyle...Read more -
![Estate Tax Exemption Changes: Prepare for 2026]()
Estate Tax Exemption Changes: Prepare for 2026
The Current Estate Tax LandscapeAs of 2024, the estate and gift tax exemption stands at an impressive $13.61 million, allowing individuals to pass on considerable wealth without incurring taxes....Read more -
![U.S. Financial Markets and Economy in November 2024]()
U.S. Financial Markets and Economy in November 2024
As we moved into November 2024, uncertainties loomed due to upcoming elections, 'higher' interest rates, and labor market conditions. However, these uncertainties were resolved swiftly with the...Read more
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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. Mesa Pointe Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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