))
Interview with Investment Advisor, Jamie Waldren
Manage episode 428448342 series 3430125
Innhold levert av RickVanasse. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av RickVanasse eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Join me and current member, Jamie Waldren for this LinkedIn Live event.
Jamie operates JN Private Wealth Management, an independent RIA Registered Investment Advisor operating as a Virtual Family Office.
Their fiduciary VFO model offers comprehensive wealth management strategies for CEOs, entrepreneurs, business leaders, and individuals transitioning into retirement to help make work optional. With a client centric holistic approach based on trust, we integrate investment advisory with advanced planning to help elevate their client's financial landscape. Their focus is on building and preserving multi generational legacies, enhancing client aspirations through a bespoke wealth management experience.
27 episoder
Del
