Burnham Harbor Private Wealth

James M. Corrigan, CFP®, CPWA®, David Holtkamp, CFA, CFP®, CPFA™, Sean M. Jucas, CFP®, CPWA®, SE-AWMASM, and Kenneth Shay, CFA® left Merrill in 2023 to create Burnham Harbor Private Wealth. The firm is committed to delivering tailored planning, holistic services, and unparalleled service to help multi-generational families preserve wealth and enjoy life.

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