Because building wealth is only half the goal—the other half is making it matter. If you’re a millennial with a million-dollar investment portfolio (or on your way there), congrats. You’ve done something rare and remarkable—and odds are, you didn’t get there by accident. Maybe you built a business, crushed it in tech, or inherited wealth … Read more
Because “you get what you pay for” doesn’t mean you have to overpay. Let’s be honest: No one wants to hire the cheapest brain surgeon. Or trust the lowest bidder to build their dream home. And when it comes to your life savings? Same idea. You want good advice, thoughtful strategy, and a team who’s … Read more
How much are you paying your advisor? For many people, their investment fees are one of their biggest budget items. And yet, hardly anyone knows how much they’re actually paying! Sadly it can sometimes be difficult to figure out. There are often many “layers” of fees. Investments themselves have “internal fees” and usually your financial … Read more