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J.P. Aubry Wealth Advisors
Build a retirement that lasts. Because retirement isn't a single moment – it's the rest of your life. | We are an independent RIA and retirement...
Overview
Build a retirement that lasts. Because retirement isn't a single moment – it's the rest of your life. | We are an independent RIA and retirement planning firm specializing in solutions for pre-retirees and retirees.
General information
Firm type
Multi Family Office
Frequently asked questions
Is J.P. Aubry Wealth Advisors a fiduciary?
Yes. As a registered investment advisor with the SEC, the firm is legally bound to act as a fiduciary under the Investment Advisers Act of 1940. This means it must prioritize client interests above its own, disclose all conflicts of interest, and provide advice that is in the client's best interest.
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