What Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies
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About this episode
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Entrepreneurs Should Ask About Integrating Wealth Management with Business Growth Strategies. To help prepare you, we're flipping the script and Mariangelica Alvarado, Founder and CEO of Luminary Catalyst, LLC, is the host of today's podcast. She specializes in crafting data-driven growth strategies and partnerships to help businesses and leaders thrive. The guest is Wayne Baxter, the usual host of this podcast and Senior Executive Manager at One Capital Management. Wayne has decades of experience advising high-net-worth entrepreneurs on blending personal wealth strategies with business objectives, from tax-efficient scaling to legacy planning.
To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below.
www.onecapital.com/MeetWithWayne3
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https://www.youtube.com/@3questionswebcast
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