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Belpointe Wealth Management

A division of Belpointe Asset Management

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John(Jack) Lauroesch

Sumner Financial Advisors LLC
7301 W. Palmetto Park Rd. #203A
Boca Raton, FL 33433

  sumnerfin.com
  (301) 814-1345
  jack@sumnerfin.com

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About Planning

Each Investment Adviser Representative takes discretion on what type of investment advice and/or planning is needed for a client and how that planning is not be implemented. Each client receives a unique and customized experience.

About Investing

Past Performance is No Guarantee of Future Results. The past performance of an index, investment product or money managers has no bearing on its future performance.

About Belpointe Wealth

Belpointe Wealth and Belpointe Wealth Management are brands / divisions of Belpointe Asset Management, LLC. Belpointe Asset Management is an investment advisor registered with the SEC and all investment advice is offered through Belpointe Asset Management, LLC.

About SEC Registration

Registration with the SEC does not mean that the SEC has approved or endorsed qualiﬁcations or the services Belpointe offers or that or its personnel possess a particular level of skill, expertise or training.

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