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"WealthTrust provides us with best
practices in marketing, compliance and reporting, which offers significant
monetary value and enhances peace of mind. In today's detail-oriented,
regulatory environment it is invaluable to have WealthTrust on our team.
Their support allows us more time to focus on money management."
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Kelly Sullivan, CFA, President
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WealthTrust • DunckerStreett specializes in general investment advisory
and portfolio management for high net worth individuals
and families and customizes each portfolio to achieve client objectives.
The professionals at WealthTrust • DunckerStreett work collectively to deliver sophisticated
investment and planning solutions to individuals, families, trusts,
pensions and profit sharing plans, endowment funds, charitable trusts, corporations and personal holding companies.
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WealthTrust • DunckerStreett
8000 Maryland Avenue,
Suite 300
St. Louis, MO 63105
(314) 726-2600
DunckerStreett.com
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Kelly B. Sullivan, CFA, CFP
President
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John R. Moulton, Jr., CFA, CFP
Principal |
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