Innovative Partnership Drives New Style Of Wealth Management Firm Hot

 

One of the two women had a previous career as a media professional and also has her MBA. The other is a CFP® and also a wine connoisseur.

 

The unusual partnership points to unique ways fee-only advisors are differentiating themselves by offering unique combinations of services and expertise. All three women feel there should be more minorities involved in the wealth management industry since there is more wealth being created by women, Hispanics, African Americans, Asians, and others.