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Stillwater Capital Advisors

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2009 (16 )

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Stillwater Capital Advisors utilizes years of investment experience, independent research, technology, and innovation to empower their clients collaboratively making more confident, efficient, and goal-oriented investment decisions. They have the flexibility to provide objective, research-driven, customized solutions and the ability to evolve and adapt in an ever-increasingly dynamic marketplace. They understand the complexity their clients face when dealing with attorneys, accountants, and their investments. They pride themselves in their ability to coordinate advisors and create a cohesive strategy that allows clients to make the best decisions for their families. They listen to their clients' needs, they are mindful of risk and they offer a holistic wealth management process based upon innovative investment management and asset allocation strategies that are customized to each client's unique objectives. They employ a disciplined and comprehensive client risk tolerance assessment which is complimented by unwavering personal service. This approach has afforded them many years of success in positive client experiences and relationships.

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