Latest / Your Life Simplified: A Financial & Wealth Management Podcast
The Real Value of a Wealth Advisor
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today's advisors do more than crunch numbers—they guide clients through life's financial decisions, with their goals always leading the way.
The skinny
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