Ashton Thomas Private Wealth

Gratitude is the heart's best harvest. Wishing you and your loved ones a joyous and thankful Thanksgiving filled with warmth, cherished moments, and the spirit of togetherness. In observance of the holiday, our office will be closed Thursday, November 28. #HappyThanksgiving

The ALM/ThinkAdvisor Luminaries Awards for 2024 are coming up soon! And as a finalist, we can't help but get excited for December's event. The ThinkAdvisor Luminaries Awards celebrate the trailblazers who are redefining excellence in the financial services industry. We are so honored to be recognized among so many visionary firms and individuals driving innovation and making a transformative impact on both the industry and the profession. We'll see you all soon! https://zurl.co/PIsD

As we prepare to celebrate the season of gratitude, we want to express our heartfelt thanks for your continued trust. In observance of Thanksgiving, our office will be closed on Thursday, November 28th. Please note that our office will reopen on Friday, November 29th, ready to assist you with full bellies and happy hearts! We appreciate your understanding and wish you a wonderful Thanksgiving!

We’re looking at where, when, and how private placements could serve a meaningful role in client portfolios. Moderated by Arax CIO, Sumit Handa, this panel featured alternative investment managers and solution providers offering key insights on unlocking alternative investment opportunities. #ATPWElevate2024

Ashton Thomas is building a culture of compliance! In this session, regulatory leaders took to the stage to share critical insights from the SEC, FINRA, and other regulatory bodies to help advisors stay in front of what’s coming and gain insight into what’s needed to keep their practice aligned with governance standards. #ATPWElevate2024

What better way to close out a full day of Elevate than with some ‘20s flair? We’re setting up for our signature Casino Night complete with a live jazz band, gaming tables, period libations, and more in the Biltmore – which happens to have been a hotspot for the prohibition-era who’s who. It’s sure to be the bee's knees! #ATPWElevate2024

Amplify is in the building! In this panel, our technology platform’s key decision makers are taking a deep dive into how tech is changing the client relationship experience and revolutionizing practice management. #ATPWElevate2024

In our ever-present commitment to building trust across firm-advisor-client pathways, leaders from Ashton Thomas, Amplify, and Goldman Sachs unveiled the new Gold-Star Service Model in this panel. At Asthon Thomas we believe superior advisor service can have a ripple effect that in turn elevates client experience. #ATPWElevate2024 Ashton Thomas Private Wealth, LLC and its affiliates are not affiliated with Goldman Sachs or any of its affiliates.

What makes a well-rounded portfolio? Michael Wong of Ashton Thomas led this panel, featuring Jon DuPrau of Quantum Portfolio Management, Oggie Sosa of Breckenridge Capital Advisors, and Dr. Ron Piccinini of Ashton Thomas to discuss modern approaches to risk management, asset selection, and tailored solutions. As an advisor, how do you work to strike this balance? #ATPWElevate2024 Ashton Thomas Private Wealth, LLC and its affiliates are not affiliated with Quantum Portfolio Management, Breckenridge Capital Advisors, or any of their affiliates.

Competition for clients in the wealth management space is fierce, especially as the industry continues to grow and evolve. In this panel, we were joined by Scott Sandler of the American Endowment Foundation, Tom Povedano of Robin Glen, and our very own Amy Kane and Dan Ritter to discuss strategies for remaining the “first call” for clients and the UHNW Institute’s “Ten Domains of Family Wealth” framework for an integrated approach. #ATPWElevate2024 Ashton Thomas Private Wealth, LLC and its affiliates are not affiliated with American Endowment Foundation and The UHNW Institute or any of their affiliates.