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Engineering Results

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Praxis Capital and Investment Management was formed to provide our clients with a centralized, sophisticated and dedicated team for their financial needs. Whether the client is an individual family or institution, both require a client-centric and client-motivated team that delivers results. Results that are driven solely by the clients specific goals and objectives.

Praxis, by definition, is the process by which a theory, lesson, or skill is enacted, embodied or realized. 

Our Principals possess decades of experience working with large Wall Street based firms, while enduring the dis-connect of the "mega firm" and their clients.  This ultimately drove our Team to the development of Praxis.  Praxis serves as the reality by which this company was formed. Our services and capabilities provide clients with the full service resources they deserve.  A sophisticated, personally dedicated and attentive boutique that Engineers Results.

Praxis and their clients have deep rooted relationships that are built on:

Confidence, Trust, Honor, Integrity, and Results

...none, of which, are compromised.

Only Together, Do We Make a Difference. 

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck