I Help You Create Sustainable Habits to Reach Your Financial Goals | Financial Advisor | Podcast Host | Former D1/Semi-Professional Athlete | Soccer Enthusiast | Public Speaker |
Had a great time being invited to the Asset Allocator Institute event here in Charlotte for the Investment Management Dinner at Noble Smoke. It was a great time getting to learn about Alternative Investments out there that we may be able to offer. Totem Wealth Management is always learning and looking for those products that may add a different layer of depth to our client’s portfolios, where suitable. ?? Excited to be apart of many more.