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Oregon - Portland, United States
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Windermere Investment Associates
Windermere Investment Associates is a full service fee-based investment consulting firm and SEC-registered investment advisor. Windermere Investment Associates is a wholly-owned subsidiary of Lydian Wealth Management, LLC, a Maryland limited liability company, with other offices in Atlanta, GA, New York City, NY, Palm Beach, FL, Philadelphia, PA and Seattle, WA. We specialize in tax-efficient investment advising for high net worth individuals and institutions, as well as consulting for foundations, endowments, and institutional investors.
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