Por: David Gottlieb

Wealth advice provided by Wealth Retention Founder, David Gottlieb, joined by different expert guests ranging in a wide array of professional designations, specialties and styles.  This podcast is intended to add valuable guidance and insight toward Wealth Retention's three primary planning principles of Tax Mitigation, Protection (insurable and non-insurable), and Exit Planning (estate planning, succession planning, and outright sales).  David Gottlieb is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Wealth Retention is a business name used for marketing purposes and is not under common ownership or control with Savvy Advisors, nor is Wealth Retention separately registered as an investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. This material is presented for informational purposes only and should not be considered a recommendation of any particular investment product or as advice, nor does this information constitute a solicitation or offer to buy or sell securities. All investments involve risk, including loss of principal.Securities offered through DAI Securities, LLC, member FINRA/SIPC.  Advisory services offered through Savvy Advisors, Inc. (“Savvy Advisors”), an SEC Registered Investment Adviser.  DAI Securities, LLC and Savvy Advisors are separate and unaffiliated entities.

3 episodios disponibles