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David P. Stone, CPA, CFP(R)

At Tartan Wealth Management,  we value our relationship with our clients.  Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live.  The Relationship Summaries below highlight the services we offer, our fees, standards and additional resources to help you stay informed.  

Advisor Bio

Tartan Wealth Management is independent and non-affiliated with Lincoln Investment or Capital Analysts. 

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