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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Performance Wealth

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United States
Yulee, FL
Performance Wealth

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At Performance Wealth, we believe a person is more than just a net worth. Numbers are easy; we want to get to the heart of what drives you.

Performance Wealth was founded to get back to the basics of client service. You won’t find us pushing products or trying to sell you on unnecessary policies. Our priority is to take care of you by building a plan tailored to do just that. We live and work by two simple words: “Never Quit.” From initial concept to execution, we want to see your plan achieve the success you’ve always dreamed of. And even when the work is done, what’s left is something more than just bank statements and figures; it’s a relationship between client and advisor that lasts for years to come.

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. www.finra.org and www.sipc.org. Investment advice offered through Performance Wealth a registered investment advisor and not affiliated with IFP. Third party posts found on this profile do not reflect the views of IFP and have not been reviewed by IFP to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.theperformancewealth.com

11/02/2026

"Diversified" doesn't always mean what it looks like on paper. 📊

A portfolio can hold dozens of positions and still be quietly concentrated in one sector — tech, energy, financials, wherever the recent winners happen to be.

It's not about panic-selling your best performers. It's about knowing where your risk actually sits.

10/30/2026

A handful of retirement moves only work if they happen before the calendar turns. What's worth checking before December 31.

10/28/2026

The earlier the FAFSA goes in, the more aid options tend to still be available. Here's what to have ready before you sit down to file.

10/26/2026

A plan review is about more than checking your returns. What an advisor is actually looking at when you sit down for one.

10/23/2026

A down year in a specific holding isn't only a loss — it can be a lever if used correctly before December 31. What tax-loss harvesting is, and where it gets tricky.

10/21/2026

Fifteen minutes now can save a scramble in January. Five year-end items worth checking off before the calendar turns.

10/19/2026

Medicare Open Enrollment is a good annual habit — just don't mistake it for long-term care planning. The two cover very different things.

10/16/2026

Open enrollment isn't just a health plan decision. A quick rundown of the benefits worth double-checking before your election window closes.

10/14/2026

Not every big expense is an emergency — some are just expected costs you haven't budgeted for yet. Sinking funds close that gap.

10/12/2026

That windfall doesn't have to feel different from your paycheck. Why the source of money changes how we spend it — and why it shouldn't.

Address

Yulee, FL
32097

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.theperformancewealth.com/

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