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Wealth Effects
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Wealth Effects
About
Services
Advisor Experience
Client Tools
Education
Blog
Move-Health
Disclosures
Contact
About
Services
Advisor Experience
Client Tools
Education
Blog
Move-Health
Disclosures
Contact
Online Romance Scams: One Conversation I'm Having More Often with Clients
Olivia Liberti 6/26/26 Olivia Liberti 6/26/26

Online Romance Scams: One Conversation I'm Having More Often with Clients

Romance scams don't just break hearts - they can devastate retirement savings. Discover the common tactics scammers use, red flags to watch for, and practical steps to protect yourself and your family.

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New Trump Accounts Explained: Benefits, Rules, and Key Considerations
Olivia Liberti 6/26/26 Olivia Liberti 6/26/26

New Trump Accounts Explained: Benefits, Rules, and Key Considerations

Trump Accounts are generating plenty of buzz—but are they the right choice for your family? Learn how these new investment accounts work, who can benefit most, and the key factors to consider before opening one.

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265 Franklin Street, Ste 1702

Boston, MA 02110, USA

(617) 465-2560

info@w-effects.com

Wealth Effects is a wealth management firm located in Boston, MA, with experienced financial advisors across the country. We work with individuals and families to assist them with financial challenges and goals, related to life milestones. We assist our clients with a variety of services, including retirement planning, investment management, legacy planning, college planning, healthcare planning and tax minimization.

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Click on the links for a copy of our ADV and Client Relationship Summary

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