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Old Fort Wealth Management, Inc. 

Old Fort Wealth Management, Inc. is a full-service, boutique financial firm specializing in customized financial strategies with a commitment to helping clients pursue their financial goals with tax efficiency.  

We believe that wealth accumulation, managed properly, goes hand-in-hand with tax planning. Tax mistakes can impact the success of a wealth management plan. To avoid negatively impacting your financial plan, we coordinate tax strategy with investment strategy to help you meet or exceed your goals.

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