Global Color Palette

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Dark Logo

Light Logo

Dark Typography

Header 1

Font Size: 74px  Line Height: 1em
Font-Family: Montserrat

Header 2

Font Size: 45px  Line Height: 1em
Font-Family: Montserrat

Header 3

Font Size: 28px  Line Height: 1em
Font-Family: Montserrat

Header 4

Font Size: 28px  Line Height: 1em
Font-Family: Montserrat

Here is a sentence with the standard paragraph font. Here is a sentence with the standard paragraph font. Here is a sentence with the standard paragraph font. 

Font Size: 19px  Line Height: 1.7em
Font-Family: Montserrat

Light Typography

Header 1

Font Size: 74px  Line Height: 1em
Font-Family: Montserrat

Header 2

Font Size: 45px  Line Height: 1em
Font-Family: Montserrat

Header 3

Font Size: 28px  Line Height: 1em
Font-Family: Montserrat

Header 4

Font Size: 28px  Line Height: 1em
Font-Family: Montserrat

Here is a sentence with the standard paragraph font. Here is a sentence with the standard paragraph font. Here is a sentence with the standard paragraph font. 

Font Size: 19px  Line Height: 1.7em
Font-Family: Montserrat

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10B5-1: Insider Trading

10B5-1: Insider Trading

Show Notes: 10B5-1... is it a license plate number? Is it the combination to the lock on your luggage?  No, it's the form you need to pay attention to if you're in a position to worry about insider trading.  Should you be paying attention to this process?  Let's take...

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We take a collaborative team approach. Our team members have diverse professional backgrounds and demonstrate the highest level of integrity and commitment to clients.

Kevin Toler, CRPC®, APMA®

Partner & Private Wealth Advisor.