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Dan Nuwash

Dan Nuwash

Co-Founder, Managing Partner

Before entering the financial planning industry Dan Nuwash completed a 4 year activity duty commitment to the United States Marine Corps. After his military commitment Dan enrolled in Saint Peter’s University and completed both a business undergraduate degree and a Master’s of Business Administration. Dan specializes in advanced tax planning by developing customized advanced tax planning strategies for clients based on tax liabilities, risk tolerance, and capital commitments. His knowledge of advanced tax planning helps him mitigate tax liabilities and exposure for clients by developing portfolios and strategies containing insurance and tax minimization investments.