Burns, Jerri Agt

Backshore Wealth Management Group is a comprehensive retirement planning and wealth management practice based in Williston, VT, and Greenville, NC. They focus on helping clients grow and preserve their wealth by taking a big-picture view of their financial condition and creating customized investment plans to achieve their goals. Their team listens to clients' financial objectives and risk tolerance, gathers specific information on their financial picture, and implements thoughtful strategies tailored to their objectives. Backshore Wealth Management Group provides ongoing service to help ensure clients' financial objectives are being met and offers client educational events throughout the year to review market conditions and the economy.Generated from the website