Managed Wealth Advisors
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Managed Wealth Advisors, based in Neshanic Station, NJ, is a client-focused, fee-only Registered Investment Advisor that has been specializing in personalized investment strategies since 2010. With a commitment to transparency and integrity, the firm offers customized solutions to help clients achieve their long-term financial goals while ensuring their assets are securely held by reputable custodians.
Led by principal owner James Lentz, Managed Wealth Advisors adheres to a strict code of ethics that prioritizes client trust and confidentiality. The firm's flexible fee structure is designed to accommodate various account sizes and investment preferences, emphasizing a dedication to ethical practices and the highest standards of professionalism in advisory services.
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