Trust us, Cameron Rogers, CFA and Emily Green have heard it all. Breaking up with your “just fine” financial advisor can be tough, but you (and your money) deserve better than decent. You deserve a financial advisor who really listens to you — and doesn’t subscribe to a one-size-fits-all approach. Switch to a firm that puts you first. Learn more about Ellevest Wealth Management at https://lnkd.in/dnm_KcU.
Ellevest’s Post
More Relevant Posts
-
🌟Client Testimonial🌟 "I had already previously seen a financial adviser which was not a good experience, hence I was skeptic in meeting Jack originally. Long story short, my experience dealing with Jack was nothing short of impressive, he was really patient and really took the time to understand, despite my hesitation and concerns. He has given some great strategies which to this day I still follow." Thank you for your kind words! At Ryker Capital, we are committed to providing exceptional financial advice and support. It's our mission to help you achieve your financial goals with confidence. 🙌 #ClientTestimonial #FinancialAdvice #RykerCapital #ClientSatisfaction #WealthManagement Well done Jack Oineza!
-
-
Check out this important discussion on Multigenerational Wealth
It’ never too early or too late to start your journey toward building generational wealth. Join our specialists for a session on the importance of building multigenerational wealth, where we’l cover: Having conversations around money with your family Best practices to help ensure you have a strong financial strategy for building wealth How to protect your wealth and plan to have it passed on to multiple generations Speakers: Shaakira-Mason Holloway, Market Director, J.P. Morgan Wealth Management Angelica Guardado, Market Director, J.P. Morgan Wealth Management https://lnkd.in/eJ3PFv9f
Multigenerational Wealth Building
www.linkedin.com
-
Generational wealth transfer and designing your blueprint is up to you. Take charge, get educated and watch our specialists break it down. It’s all within reach! #generationalwealth #wealthbuilding #empowerment #futureisnow
It’ never too early or too late to start your journey toward building generational wealth. Join our specialists for a session on the importance of building multigenerational wealth, where we’l cover: Having conversations around money with your family Best practices to help ensure you have a strong financial strategy for building wealth How to protect your wealth and plan to have it passed on to multiple generations Speakers: Shaakira-Mason Holloway, Market Director, J.P. Morgan Wealth Management Angelica Guardado, Market Director, J.P. Morgan Wealth Management https://lnkd.in/eJ3PFv9f
Multigenerational Wealth Building
www.linkedin.com
-
Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Here are ten essential questions to ask as you embark on the journey of wealth transfer. https://hubs.la/Q02l5kW60
-
-
Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Learn what questions to ask as you embark on the journey of wealth transfer: https://hubs.la/Q02jl1zc0
-
-
Very informative session on “Building Multigenerational Wealth” 💡
It’ never too early or too late to start your journey toward building generational wealth. Join our specialists for a session on the importance of building multigenerational wealth, where we’l cover: Having conversations around money with your family Best practices to help ensure you have a strong financial strategy for building wealth How to protect your wealth and plan to have it passed on to multiple generations Speakers: Shaakira-Mason Holloway, Market Director, J.P. Morgan Wealth Management Angelica Guardado, Market Director, J.P. Morgan Wealth Management https://lnkd.in/eJ3PFv9f
Multigenerational Wealth Building
www.linkedin.com
-
Join us for an exclusive webinar that unravels the complexities of asset management, wealth transfer, and navigating the digital age. In "Family Trust, Wealth Protection & Digital Assets," our expert speakers, Asset Protection Attorney Craig RedlerJ Serial Entrepreneur Sree Chintala will be your guide through this informative session. Unlock the secrets to: -Building a fortress around your assets with the power of Family Trusts. -Seamlessly transitioning your wealth to future generations. -Confidently integrating digital assets into your financial plan. -Don't miss this chance to gain the knowledge and confidence needed to secure your financial future! Register now and take control of your financial destiny! https://lnkd.in/gW2X6uug #webinar #finance #wealthprotection #digitalassets #familytrust #futureproof
-
-
When meeting clients, establishing goals, and planning their future, you've been taught to "ask open-ended questions" and use sophisticated techniques, but there may be a simpler, more effective way to understand what's going on in your clients' lives and to see a bigger picture. Yohance Harrison BFA™, CRPC®, Behavioral Financial Advisor and Founder and CEO at Money Script Wealth Management, PLLC, uses master lists. As he says, "many of us are strangers to ourselves and simple lists can help us figure out what’s really going on." That’s because a simple list of life or financial goals has the power to open our eyes, helping us see the big picture and what we want from it. Harrison is a leading #Advisor that's been recognized in the 2023 Investopedia Top 100. You can check out his practice website here: https://lnkd.in/gRCJXgx5 #FinancialAdvisor #FinancialAdvising #CFP #WealthManagement #BehavioralFinance
-
-
Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Discover the questions that families may ask as they embark on the journey of wealth transfer. https://hubs.la/Q02jnnlS0
-
-
Join us for an exclusive webinar that unravels the complexities of asset management, wealth transfer, and navigating the digital age. In "Family Trust, Wealth Protection & Digital Assets," our expert speakers, Asset Protection Attorney Craig Redler, JD, TEP Serial Entrepreneur Sree Chintala will be your guide through this informative session. Unlock the secrets to: -Building a fortress around your assets with the power of Family Trusts. -Seamlessly transitioning your wealth to future generations. -Confidently integrating digital assets into your financial plan. -Don't miss this chance to gain the knowledge and confidence needed to secure your financial future! Register now and take control of your financial destiny! https://lnkd.in/gW2X6uug #webinar #finance #wealthprotection #digitalassets #familytrust #futureproof
-
Managing Director, Investment Strategist at Simplify
2wNicely done Emily Green 😍