Financial Planning and Wealth Management

Disclosure: Transcending Wealth LLC is an independent financial advisory practice. Luis J. Román (CRD #6430169) holds FINRA Series 7 and Series 66 registrations. All information provided on this website is for educational and informational purposes only and should not be construed as individualized investment advice, tax advice, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. Visitors should consult directly with a qualified financial professional before implementing any strategy discussed herein. Links to third-party sites are provided for convenience and do not imply endorsement or responsibility for their content.

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