Newport Show 2014

Personal Financial Planning Investment Management Tax Preparation Services ĂŶŝĞů '͘ ŽƌƌŝŐĂŶ͕ W ͬW&^͕ &WΠ ͻ ŶĚƌĞ <ŚĂůĨĂLJĂŶ͕ W ͬW&^͕ D^d ŚƌŝƐƚŝŶĞ D͘ tŝŶƐůŽǁ͕ W ͬW&^ ͻ ƌůĞŶĞ ZŽƐďŽƚƚŽŵ͕ W ͬW&^ ŚĞƌLJů ^ĂŶĨŝůŝƉƉŽ͕ W ͻ ĂǀŝĚ :͘ DĂƚĂƌĞƐĞ͕ W ͬW&^͕ &WΠ Ann- DĂƌŝĞ YƵŝŶŶ͕ W ͻ ZĂůƉŚ d͘ ^ĂůǀĂƚŽƌĞ͕ W ͬW&^͕ &WΠ ŚƌŝƐƚŽƉŚĞƌ 'ĂƵƚŚŝĞƌ͕ W ͻ ŶĚƌĞǁ :͘ WĂƌƐŽŶƐ ͻ ZŚŽĚĞƐ ZŽƵƐĞ ϳϰϳ ƋƵŝĚŶĞĐŬ ǀĞŶƵĞ DŝĚĚůĞƚŽǁŶ͕ Z/ ϬϮϴϰϮ d͗ ϰϬϭ͘ϴϰϵ͘ϵϯϭϯ ͮ ϴϴϴ͘Ϯϱϯ͘ϱϴϭϭ ͮ &͗ ϰϬϭ͘ϴϰϵ͘ϱϱϬϴ ĐŽƌƌŝŐĂŶĨŝŶĂŶĐŝĂůŝŶĐ͘ĐŽŵ