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William Allan Wealth Management is an investment advisory firm formed in 2004.  Our one and only goal is to assist clients achieve their investment goal(s) through the growth of their capital.  Today, we work with over 200 clients, including individuals, businesses, trusts and non-profit institutions.

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About Me

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In over 30 years as an investor and nearly two decades as an advisor/portfolio manager, being smart is at the root of any and all success.  To that, this financial blog is dedicated to removing the noise of finance/investing so people can have a better chance at making smart decisions with their money.  

 

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