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Mark Allen, CEO
Our approach to client relationships is what has made Minis & Company a trusted wealth management and investment partner throughout the years. In this difficult market environment, our current clients and new clients seek our advice for building investment strategies and portfolios that meet their unique financial needs.

— Mark Allen, CEO

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Leaving a Legacy

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now.

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