Chad McMains

Valent Wealth Wealth Management Advisor

http://valentwealth.com 918-568-9296 chad.mcmains@valentwealth.com

Test Your Estate Strategy Knowledge

Estate

Have a Question?

Name

Email

Address

Question

Thank you! Oops!

7101 Wisconsin Avenue Suite 1202 Bethesda, MD 20814

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory Services offered through Bull Harbor Capital, LLC, and SEC registered investment adviser, d/b/a Valent Wealth. SEC registration does not constitute an endorsement of the advisory firm by any regulatory authority, nor does it indicate that the advisory firm has attained a particular level of skill or ability. ADV. READ OUR CUSTOMER RELATIONSHIP SURVEY. Valent Wealth does not give tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation.