Category: Uncategorized

This is an example of why transparency is so important in the financial world.

Real estate company misappropriated 1,000’s of investors money.

https://www.sec.gov/news/press-release/2020-35

The RIA model is growing fast right now primarily from technology and the premium service given to the clients.  Instead of being in a wire-house with out dated technology and pricing models or online broker dealers with less service, RIA’s are dominating the marketplace for wealth management!  I will be starting my journey to building an asset management firm catering specifically to client needs for wealth creation.





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