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At Hefter, Leshem, Margolis (HLM) Capital Management Group of Wells Fargo Advisors Financial Network, we help affluent individuals and families preserve and grow their wealth prudently. HLM financial advisors are regularly ranked as among the country’s best.

The HLM team provides extensive financial knowledge and experience, the ability to take advantage of any investment opportunities with a tactical investment approach driven by our global economic analysis, and the highest-quality support team to help our clients achieve their financial goals.

Our approach emphasizes creating a uniquely personalized investment portfolio custom-tailored to your investment, tax, and legacy objectives.

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