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About Trident Wealth Strategies

Our mission is to understand your financial situation and objectives at a deep level, identify the range of solutions available to you and then craft a strategic plan which most closely aligns with who you are and what you want to accomplish. We proactively work with you and your other advisors to mitigate risk and minimize the negative friction created by taxes and inflation. Protecting and growing your wealth is at the heart of what we do. Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF does not provide tax or legal advice. Trident Wealth Strategies and LSF are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

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