With a proactive mindset, they’re ready to partner with someone that can help them leverage their resources intelligently and help navigate the complexities of wealth management with confidence.
Their top priorities are to enjoy a comfortable and peaceful retirement. With us by their side as their fiduciary, they can look forward to knowing that their financial matters are meticulously managed, granting them the freedom to savor each moment without concerns.
Todd lives in Saratoga Springs, NY with his wife and three kids. Todd worked on Wall Street for a hedge fund and brokerage firm, has been a CNBC contributor since 2010, and launched his own research firm in 2010….