Taking Stock with Steele
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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.
Did you know that we share insights and expertise on social media? We’d like to share our social media excitement by having a contest that ties in with charitable giving! It’s simple to enter. And you can win a beautiful bag handcrafted by women in Uganda. Your Steele Wealth Management team strongly believes that strategic charitable giving is a way to express gratitude, support emotional wellbeing and is an essential part of a successful financial plan. We explain how a charitable foundation can be a part of your plan.