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The Wholey Poitras Group

The Wholey Poitras Group

Imagine a partner that helps you achieve the things you want for yourself, and the people you care most about.

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Forbes Best-In-State

We are proud to announce that Rick and David have been named by Forbes as Best-in-State Wealth Advisors for the second year running.

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Lifetime Investment Plan

Enduring principles and simple strategies for long-term investing success.

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Wholey Poitras Group Recognized by Baird

The Influential Teams Award recognizes teams who best demonstrate the qualities of a world-class wealth management practice, based on philosophy, operational approach, growth, generational/diversity composition, community service and performance.

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BAIRD HIGHLIGHTS