The Advisor View

Citizen Mint
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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.

Выпуски

  1. 1 июл.

    Louis Green | Prestiq Wealth

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Louis Green of Prestiq Wealth. Louis shares his path into wealth management and the story behind Prestiq Wealth, offering insight into how the firm delivers institutional-quality investment management through a highly personalized and planning-driven approach. The conversation explores how Prestiq Wealth differentiates itself by combining disciplined portfolio construction with comprehensive financial planning, helping clients navigate increasingly complex investment decisions while remaining focused on long-term objectives. Louis discusses the importance of balancing risk management, tax awareness, and strategic asset allocation to build portfolios that can adapt through changing market environments. We also discuss portfolio construction in today’s evolving investment landscape and the growing role of private markets within diversified portfolios. From evaluating alternative investments to implementing long-term wealth strategies, this episode provides a look into how advisors are moving beyond traditional models to deliver more customized, sophisticated solutions for clients. Louis Green | Prestiq Wealth  https://www.prestiqwealth.com/ Josh Hile | Citizen Mint  https://www.citizenmint.com Prestiq Wealth is a registered investment adviser and the opinions expressed by Prestiq Wealth on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    23 мин.

  2. 29 июн.

    Rubin Miller | Peltoma Capital Partners

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rubin Miller of Peltoma Capital Partners. Rubin shares his path into wealth management and the story behind Peltoma Capital Partners, offering insight into how the firm helps individuals and families navigate increasingly complex financial decisions through disciplined planning and long-term investment management. The conversation explores how Peltoma Capital Partners differentiates itself through a client-centered approach focused on personalized advice, thoughtful portfolio construction, and aligning investment strategies with each client's long-term financial goals. Rubin discusses the importance of balancing growth, risk management, and tax considerations while helping clients remain focused through changing market environments. We also discuss portfolio construction in today's evolving investment landscape and the growing role of private markets in helping investors pursue diversification and long-term wealth creation. From building resilient portfolios to evaluating alternative investments, this episode provides a look into how advisors are adapting beyond traditional models to better serve sophisticated investors. Rubin Miller | Peltoma Capital Partners  https://www.peltomacapital.com/ Josh Hile | Citizen Mint  https://www.citizenmint.com Peltoma Capital Partners is a registered investment adviser and the opinions expressed by Peltoma Capital Partners on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    45 мин.

  3. 10 июн.

    Frank Byskov | Forty4 Financial

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Frank Byskov of Forty4 Financial. Frank shares his path into wealth management and the story behind Forty4 Financial, offering insight into how the firm helps clients simplify complex financial decisions through a planning-first approach centered on long-term relationships and personalized advice. The conversation explores how Forty4 Financial differentiates itself through comprehensive financial planning, transparent guidance, and a commitment to helping clients align their financial resources with their broader life goals. Frank discusses the importance of looking beyond investment performance alone and how thoughtful planning can help clients navigate major decisions, manage risk, and build lasting wealth. We also discuss portfolio construction in today’s increasingly complex investment environment and the growing role of private markets within diversified portfolios. From holistic wealth planning to implementing long-term investment strategies, this episode provides a look into how advisors are evolving beyond traditional models to deliver more personalized and impactful client experiences. Frank Byskov | Forty4 Financial  https://forty4financial.com/ Josh Hile | Citizen Mint  https://www.citizenmint.com Forty4 Financial is a registered investment adviser and the opinions expressed by Forty4 Financial on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    27 мин.

  4. 21 мая

    Rebecca White | Harrington Investments

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Rebecca White of Harrington Investments. Rebecca shares her path into wealth management and the story behind Harrington Investments, offering insight into how the firm approaches investing through a lens that integrates financial outcomes with broader social and environmental considerations. The conversation explores how Harrington Investments differentiates itself through a values-driven and research-focused approach, with an emphasis on helping clients align investment strategies with long-term objectives and personal priorities. Rebecca discusses the evolving role of impact investing and how advisors can think beyond traditional portfolio construction to incorporate purpose, stewardship, and meaningful outcomes into the investment process. We also discuss portfolio construction in today’s increasingly complex environment and the role of private markets, diversification, and long-term themes in helping investors navigate change. From values-based investing to implementing thoughtful investment strategies, this episode provides a look into how advisors are creating more personalized experiences and expanding the way wealth management can serve clients. Rebecca White | Harrington Investments https://www.harringtoninvestments.com/ Josh Hile | Citizen Mint https://www.citizenmint.com Harrington Investments is a registered investment adviser and the opinions expressed by Harrington Investments on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    26 мин.

  5. 15 мая

    Guillaume Decalf | Oui Financial

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Guillaume Decalf of Oui Financial. Guillaume shares his path into wealth management and the story behind Oui Financial, offering insight into how the firm approaches financial advice through a globally informed perspective and a focus on helping clients align their wealth with broader life goals. The conversation explores how Oui Financial differentiates itself through a relationship-driven and planning-centered approach, with an emphasis on personalized guidance, long-term thinking, and helping clients navigate increasingly complex financial decisions. Guillaume discusses how modern wealth management extends beyond portfolio construction and requires a deeper understanding of client priorities, lifestyle considerations, and evolving objectives. We also discuss portfolio construction in today’s rapidly changing investment environment and the growing role of private markets in diversified portfolios. From global wealth planning and tax considerations to implementing thoughtful investment strategies, this episode provides a look into how advisors are creating more customized experiences and evolving beyond traditional wealth management models. Guillaume Decalf | Oui Financial  https://ouifinancial.com/en/ Josh Hile | Citizen Mint  https://www.citizenmint.com Oui Financial is a registered investment adviser and the opinions expressed by Oui Financial on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    55 мин.

  6. 15 мая

    Matthew Oberdorfer | ObFi.com

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Matthew Oberdorfer of ObFi.com. Matt shares his path into wealth management and the story behind building a modern advisory focused on helping clients avoid costly financial mistakes while better navigating taxes, risk, and long-term decision making. The conversation explores how OBfi differentiates itself through a fee-only, planning-centered approach with an emphasis on transparency, personalized advice, and aligning both personal and business wealth strategies. Matt discusses the firm's “Next Gen Advisor” philosophy and how integrating financial planning, investment management, and broader life decisions can create more meaningful outcomes for clients.  We also discuss portfolio construction in today’s increasingly complex environment and the role of tax-aware investing, alternative strategies, and private markets in helping clients pursue diversification and long-term wealth creation. From business owners and professionals to military veterans and entrepreneurs, this episode provides insight into how modern advisors are evolving beyond traditional models to deliver more comprehensive advice.  Matthew Oberdorfer | ObFi ObFi.com Josh Hile | Citizen Mint Citizen Mint ObFi is a registered investment adviser and the opinions expressed by ObFi on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    38 мин.

  7. 14 мая

    Dale Shafer | Life Moves Wealth Management

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dale Shafer of Life Moves Wealth Management. Dale shares his path into wealth management and the story behind Life Moves, offering insight into how the firm helps clients navigate financial decisions through the lens of life’s biggest transitions. The conversation explores how Life Moves Wealth Management differentiates itself through a relationship-driven and planning-centered approach, with an emphasis on aligning investment strategies with each client’s evolving goals and priorities. Dale discusses the importance of understanding not only a client’s financial picture, but also the personal circumstances and life events that shape long-term decision making. We also discuss portfolio construction in today’s increasingly complex environment and the growing role of private markets in helping investors pursue income, diversification, and long-term outcomes. From navigating major life transitions to implementing thoughtful investment strategies, this episode provides a look into how advisors are creating more personalized experiences for clients and evolving beyond traditional wealth management models. Dale Shafer | Life Moves Wealth Management https://lifemoveswealth.com/ Josh Hile | Citizen Mint https://www.citizenmint.com Life Moves Wealth Management is a registered investment adviser and the opinions expressed by Life Moves Wealth Management on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    31 мин.

  8. 10 апр.

    Dave O'Brien | EvoAdvisors

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Dave O'Brien of EvoAdvisors. Dave shares his path into wealth management and the evolution of Evo Advisers, offering insight into how the firm serves high-net-worth individuals and families through a planning-first, client-centric approach. The conversation highlights how EvoAdvisors differentiates itself through deep relationships, thoughtful portfolio construction, and a strong emphasis on aligning investment strategies with each client’s long-term objectives. Dave discusses how the firm navigates today’s increasingly complex landscape, where tax efficiency, risk management, and customization are more important than ever. We also explore the growing role of private markets within client portfolios, including how advisors can incorporate these strategies to enhance income, improve diversification, and deliver better after-tax outcomes. From firm philosophy to practical portfolio implementation, this episode provides a clear look into how leading advisors are evolving to meet the needs of sophisticated clients. Dave O’Brien | EvoAdvisors https://evoadvisors.co/ Josh Hile | Citizen Mint https://www.citizenmint.com EvoAdvisors is a registered investment adviser and the opinions expressed by EvoAdvisors on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    48 мин.

  9. 2 апр.

    Lucas Wennersten | 49th Parallel Wealth Management

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms. In this episode, we sit down with Lucas Wennersten, founder of 49th Parallel Wealth Management. Lucas shares his journey building a firm designed to serve clients with complex, cross-border financial lives, offering insight into the nuances of advising individuals and families across both the U.S. and Canada. The conversation dives into how 49th Parallel differentiates itself through deep tax awareness, integrated planning, and a global perspective on portfolio construction. Lucas discusses the challenges and opportunities that arise when navigating two distinct regulatory and tax regimes, and how thoughtful structuring can meaningfully improve after-tax outcomes for clients. We also explore how private markets fit into this framework, particularly for globally minded investors seeking diversification beyond traditional public markets. From cross-border tax considerations to evolving portfolio models, this episode offers a practical look at where wealth management is heading for increasingly sophisticated client bases. Lucas Wennersten | 49th Parallel Wealth Management https://49thparallelwealthmanagement.com/ Josh Hile | Citizen Mint https://www.citizenmint.com 49th Parallel Wealth Management is a registered investment adviser and the opinions expressed by 49th Parallel Wealth Management on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    25 мин.

  10. 3 февр.

    The Infrastructure Behind the Energy Transition: Unlocking the Grid with Interconnection Capital

    Listen to a discussion on the emerging opportunity of interconnection capital: a short-duration strategy designed to address critical grid bottlenecks while offering structural downside protection through regulatory refundability.

    15 мин.

  11. 02.08.2024

    Adam Wishard | First Pacific Financial

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms. In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his passion for simplifying complex financial issues for clients. He discusses the evolution of First Pacific Financial, the importance of giving genuine advice, and the firm’s unique team approach. The conversation highlights the increasing role of technology in wealth management and the importance of aligning investments with clients’ values and goals. Adam Wishard | First Pacific Financial https://fp-financial.com Josh Hile | Citizen Mint https://www.citizenmint.com First Pacific Financial is a registered investment adviser and the opinions expressed by First Pacific Financial on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

    25 мин.

  12. 20.06.2024

    Bruce Herbert | Newground Social Investment

    Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms. In our inaugural episode, we highlight Bruce Herbert, founder of Newground Social Investment. Bruce shares his remarkable journey from studying Buddhism in Asia to training on Wall Street, and how he integrates values-aligned investments into his clients’ portfolios. Discover how Bruce’s firm leverages shareholder engagement to drive corporate accountability and sustainability, setting a benchmark in impact investing. Tune in for a compelling conversation on the evolution of financial advising, the significance of values alignment, and the future of wealth management.

    25 мин.
  • Выпусков: 12

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"The Advisor View" brought to you by Citizen Mint. Join us as we delve into the origins, business journeys, and unique insights of exceptional wealth management firms.

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  • Автор
    Citizen Mint
  • Годы выхода
    2024 - 2026
  • Выпуски
    12
  • Ограничения
    Без ненормативной лексики
  • Авторские права
    © 2026 The Advisor View
  • Сайт подкаста
    The Advisor View

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