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Modern Wealth Adds $570M AUM With Latest Two Deals

Modern Wealth Adds $570M AUM With Latest Two Deals
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Modern Wealth Management acquires father-son business in fifth deal

Modern Wealth Management Adds Tax Expertise

Modern Wealth Management Acquires Martin James Investment & Tax Management

Modern Wealth Management Acquires Martin James Investment & Tax Management
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Modern Wealth Management Acquires Martin James Investment & Tax Management

Modern Wealth Management Acquires Martin James Investment & Tax Management
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