White Paper

2 Pages
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Strategies in Managing Wealth

 

There are many options to choose from when it comes to selecting a strategy in managing wealth.

Truly effective wealth management begins by taking charge of the process early in life before there are sustainable assets such as excess cash, stocks or bonds. Having a longer time horizon with these financial assets will assist in overcoming the costs, fees and economic forces (such as inflation or our current recession) from eroding your wealth.

Faculty

Craig Taggart

Craig Taggart

RMV Advisors

Agenda

Faculty

Craig Taggart

Craig Taggart

RMV Advisors

  • Partner in the office of RMV Advisors
  • Practice emphasizes all aspects of Wealth Management, Professional Options Trader with SMB, Real Estate Banking
  • Conducts regular seminars and workshops on numerous Governance, Risk, Compliance, Finance, Wealth Management, Banking, Fraud
  • Written several publications related to the areas of Governance, Risk, Compliance, Finance, Wealth Management, Banking, Fraud
  • M.B.A. degree, San Diego State University; B.A. degree, Cal State Northridge
  • Can be contacted at [email protected], cell 310-467-4307 or on Twitter® @OptionstraderOC

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