Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are.From our roots within the prestigious Prudential firm to our independent venture, Frame Wealth Partners has always been committed to setting a new standard in financial advice. For over 30 years, our seasoned team has worked diligently to provide an advice-driven approach that sets us apart.To learn more about how Frame Wealth Partners can redefine your financial landscape visit our website - https://www.framewealth.com/James Duffy offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services [PFPS], pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Frame Wealth Partners is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.Frame Wealth Partners and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.1076141-00001-00

• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment

• Develops relationships with business leaders within local communities• Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development