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Let's Build A
Legacy Together

About Us

Personalized wealth management
built around your vision.

Corundum Offerings

Investment Management

We provide a sophisticated platform to build or augment your portfolio. Our advisors will help guide you through an array of well-structured offerings, including direct investment options.

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Financial Concierge

We meet a variety of unique needs for our clients.  Some clients simply need strategic investment services, while others seek a more comprehensive service platform consisting of a range of the services we can provide.

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Estate Planning

Family estate plans are a critical aspect of your financial picture. Our knowledgeable team works with each of our clients to help develop solid, well-crafted plans.

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Take advantage of our dedicated trust company created
exclusively for The Corundum Group clients. Experience the
unwavering commitment and advanced experience of our
trust specialists from comprehensive analysis and planning
to ongoing administration.

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Click here if you wish to read our Client Relationship Summary Disclosure.

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