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>How Does Your Credit Score Compare?</p>

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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<p>Emerging Market Opportunities</p>

Emerging Market Opportunities

What are your options for investing in emerging markets?
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<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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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.