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<sup>Committed</sup><br/>CERTIFIED FINANCIAL PLANNER&#8482;<br/>


We at Loggerhead Wealth Management place a high value on our clients and the relationships we build with them. We recognize that trust is the foundation of any successful partnership. This means we always act in your best interests, putting your financial well-being at the forefront of everything we do. We take our responsibilities seriously and strive to exceed your expectations in every interaction.

Who We Help
Change of confidence for your financial future.

Business Owners

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Younger Generations

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Understanding Your Unique Financial Picture

Our firm offers a variety of financial services designed to help our clients achieve each and every one of their financial goals.

Retirement Income Planning

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Small Business Owner Guidance

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Financial Strategies

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Long-Term Care Planning

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Medicare Planning

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Tax Planning

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<span style="font-size: 17.6px; text-transform: uppercase;" data-mce-style="font-size: 17.6px; text-transform: uppercase;">About us</span><br/>Serving As Your Trusted Ally.<br/>

About us
Serving As Your Trusted Ally.

We at Loggerhead Wealth Management work hard to establish trusting, long-lasting relationships with each client and maintain consistency with our excellent service and transparent communication.

We proudly serve families, individuals, strategic partners, and business owners who are interested in being proactive and involved in planning for their financial future.

Resource Library


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Let's talk about your goals.

Our mission is to replace your financial anxiety with relaxed confidence. Let's talk and see how we can help you.

Thank you!