After working on two terrific teams over the past 10 years, I have made the leap to start a new Registered Investment Advisor firm, Good Life Wealth Management. I’m sure a lot of things have changed for you in the last two years, as they have for me, but I’d welcome the opportunity to catch up with you and learn what is new with you and your family.
Over the past couple of years, I’ve learned about running a top-notch Wealth Management practice and thought about how to design a firm specifically for you, the investor, and how to best address your needs. Now, I have the chance to build a client-centered practice from the ground up. I’ve got some interesting and timely topics planned for upcoming newsletters, as well as information on our unique Good Life Wealth Management Process, so please stay tuned!