Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

Investment advisory services offered by Dolan Capital Advisors, Inc. (“Firm”). The Firm is not affiliated with nor retained by Atrium Health, Novant Health, Tryon Medical Partners or any other physicians’ group.
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No content published here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction or investment strategy or an offer to sell or a solicitation of an offer to buy any securities and may not be relied upon in connection with any offer or sale of securities. Hyperlinked or referenced third-party content is not under the control of the Firm and it is not responsible for, nor does it certify or endorse, such content or site.
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Any references herein to "registered investment adviser," "registered," "fiduciary" or other attribute or qualities of the Firm or its financial professionals does not imply a certain level of skill or training and should not be construed as unique. No federal or state law or regulation requires financial planners or investment adviser representatives to receive a CFP® or a CFA® certification. You may find more information about the CFA® certification at www.cfainstitute.org and the CFP® certification at www.cfp.net.
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Tax-managed investing does not equate to comprehensive tax advice, is limited in scope and not designed to eliminate taxes in an account, and (like any investment strategy) subject to risks. The Firm does not provide legal advice or tax services. Please consult your legal or tax professional regarding your specific situation.

Client Relationship Summary (Form CRS) | Disclosure Brochure | Brochure Supplements | Privacy Notice

Client Relationship Summary (Form CRS)
‍Disclosure Brochure
‍Brochure Supplements
‍Privacy Notice

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