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Decoding Your Financial LifeAuthor: Alex Hewit
Alex Hewit is a wealth adviser for sophisticated individuals and families that naturally deal with a high degree of complexity. On this podcast Alex will explore the common themes that his clients ask about, challenges they face and strategies utilized to create a more effective and efficient wealth and investment program. Message from the author:Almost 10 years ago I entered the wealth management world to help families think through and organize their financial lives. Today, more than ever, it is clear that the industry has fallen behind the needs of the client. My goal is to resolve this by delivering the four things that matter most to families of wealth: 1. Sophisticated Advice on complex matters 2. Bespoke, Proactive Service 3. Manage assets mindful of risk and tax 4. Family engagementalex.hewit@bernstein.com. Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Wednesday, 1 January, 1000
