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Wealth Transition Finance, A Member of Advisory Services Network, LLC

Wealth Transition Finance, A Member of Advisory Services Network, LLC, is a boutique fee-only financial services firm specializing in personalized financial planning and investment management for discerning individuals. Investment management and consultative financial planning services are available for an on-going or one-time cost. Please visit our website for more information: https://www.wtf-asn.com/.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Wendolyn Forbes, ABFP™, CFP®, Chartered SRI Counselor™, MPAS
NAPFA-Registered Financial Advisor
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

37 Church Street Suite 11 Waynesville, NC 28786 Phone: (828) 734-4868

Primary Office

37 Church Street Suite 11 Waynesville, NC 28786 Phone: (828) 734-4868