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Wisdom and WealthPathways to a Life of Significance for You and Your Family Author: Frank Astorino
Welcome to Wisdom and Wealth, where we explore a variety of wealth management topics! Featuring Frank Astorino, President of the Astorino Financial Group, Inc., we're highlighting the very strategies, solutions, and conversations that Frank is having with his clients on a regular basis. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. We hope you find this show to be insightful and beneficial to your financial well being. Thanks for joining us and enjoy the show! Language: en Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Leveraging a Team of Highly-Skilled Professionals
Episode 24
Wednesday, 19 March, 2025
In this episode of Wisdom and Wealth, we welcome Garrett D'Alessandro, CEO of Archlight Wealth Management, for an insightful conversation on the power of collaboration in financial planning. Managing an estate comes with a complex web of financial considerations, and Garrett shares how leveraging a team of highly skilled professionals can help you navigate these challenges with confidence. From tax strategies to investment management and estate planning, we explore why a well-rounded team approach can be the key to long-term financial success. Tune in for expert insights that can help you make informed decisions and secure your financial future.Chapters:0:00 - Introduction1:50 - Garrett's background in the financial sector5:39 - The value Garret brings to the table11:07 - Archlight's investment philosophy18:03 - AI's influence on the financial sector21:50 - How to get in touch with Frank's team22:53 - Closing remarks
