Contact
Email
personal/unknown · GDPR-sensitive
j•••@p•••.comPhone
+17•••••11
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Category & trade
Primary
financial-planning · embed-ft 0.48
Tree path
Personal Finance › Financial Planning
Group (tier-1)
Tech stack
AI readiness
AI-Readiness score
54 / 100 · ready · see similar
AI training policy
reserved
AI-bot protection
Blocked AI bots
AI files
Evidence
robots:GPTBot+Meta-ExternalAgent+Amazonbot+Applebot-Extended+Bytespider+CCBot+ClaudeBot+Google-Extended
Compliance (GEO / GDPR)
TLD
Overview
Title
Strategic Wealth and Tax — Complicated Finances, Made Simple.
Description
Independent retirement, tax, and investment planning from a CFP® and Enrolled Agent. Boutique fiduciary firm based in Irwin, PA, serving clients nationwide.
Final URL
Language
en (html)
Scanned at
2026-06-25 17:15:25