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Investment advisory services are offered through Delap Wealth Advisory LLC, an investment advisor registered with the U.S. Securities and Exchange Commission. Delap Wealth Advisory only offers investment advisory services where it is appropriately registered or exempt from registration after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A and ADV Part 3 brochure documents. All tax services are provided by Delap LLP, the parent-company of Delap Wealth Advisory LLC.

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