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Customer Relationship Summary 11710 Plaza America Drive | Reston, VA. 20190 (703) 9562633 | www.buchananwealth.com Item 1 Introduction Buchanan Wealth Management, LLC (CRD No. 316629) is registered
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Buchanan Wealth Management is a financial advisory firm that provides personalized investment strategies, financial planning, and wealth management services to individuals and families.
Individuals and entities who utilize the services of Buchanan Wealth Management typically do not need to file anything specifically called 'Buchanan Wealth Management'; rather, they may need to report their assets or earnings based on the advice and strategies provided by the firm.
To fill out any forms associated with Buchanan Wealth Management, clients should follow the specific instructions provided by their financial advisor or the firm, which may include disclosing financial information, investment goals, and risk tolerance.
The purpose of Buchanan Wealth Management is to help clients grow and preserve their wealth through tailored financial advice, investment management, and strategic planning.
Information that may need to be reported includes personal financial details, investment types, income sources, and any specific financial goals or concerns the client has.
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