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Family and Business Planning Aligned

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Welcome to

Power Wealth

At Power Wealth, we understand the unique challenges that businesses and families face in managing their wealth. With a commitment to personalized and detailed financial planning, we work alongside our clients to implement comprehensive strategies tailored to their specific needs and aspirations.

Whether you're a business owner seeking to optimize your financial strategies or a family aiming to secure financial freedom, we're here to guide you every step of the way.

The Power Wealth Team’s dedication to customer service ensures that you receive the attention and support you deserve throughout your financial journey.

Care. Clarity. Confidence.

Our Client Feedback

Lee M

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I have been working with Jaime for over a decade, she is very knowledgeable and dedicated to her clients. I highly recommend Jaime to anyone whether you are just starting your financial planning or looking at retirement Jaime is the right choice for you!

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Our Partners 

Client Care + Underwriting Team

Portfolio Managers

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Licensed
Practice Manager

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