By James J. Spinelli, ChFC®, AIF® on October 1, 2024October 7, 2024 Great Valley Advisor Group would like to welcome Affirmative Wealth Partners to the GVA family! Anurati Patel believes that comprehensive financial planning is the foundation clients need to achieve their goals. Using prudent and timely planning in conjunction with constructing customized investment portfolios, protection planning, tax, and estate planning strategies, Anu and her team partner with clients to attain their dreams. She firmly believes that building a solid foundation creates a strong financial house. We are thrilled to have Anu, Charlene, and the entire Affirmative Wealth team onboard, and all of us at GVA send a warm welcome to each of you! Compliance Tracking #: 641308