PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? 4P Wealth Trust will create custom comprehensive strategies with disciplined execution designed to help you reach your retirement goals.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

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WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals.

<p>The History of Currency</p>

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
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<p>5 Smart Investing Principles</p>

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.
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<p>And the Executor Is</p>

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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HOW WE WORK

We offer comprehensive planning solutions and protection strategies.

Jaylon Ellison, CFP®

Jaylon Ellison, CFP®

Chief Investment Officer

Thomas Suydam, CFP®

Thomas Suydam, CFP®

Senior Portfolio Manager

LET'S GET CONNECTED

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.