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.

Tập

  1. 10 THG 4

    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 phút

  2. 2 THG 4

    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 phút

  3. 3 THG 2

    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 phút

  4. 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 phút

  5. 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 phút
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Giới Thiệu

"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.

Thông Tin

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    Citizen Mint
  • Năm hoạt động
    2024 - 2026
  • Tập
    5
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    Sạch
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    © 2026 The Advisor View
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    The Advisor View