Massachusetts Growth Capital Corporation (MGCC)的动态

Meet the managing partners of Seven Bridges Wealth Advisors: Andrew Buscetto, Max DiSesa, and David Mazzetti. These three industry powerhouses are leading the charge as we transition to a new model within Seven Bridges—One Team, Not One Advisor. This transformation reflects our deep belief in the power of teamwork, collective experience, and shared knowledge. By working together as a cohesive unit, Andrew, Max, and David are harnessing their combined strengths to deliver even greater value to our clients. As a united team, we are committed to providing a level of service, so that every client benefits from the full breadth of our collective experience and insights. Whether you're someone seeking a financial advisor or a financial advisor looking to better serve your clients, we are the team for you. https://lnkd.in/eJGA4d9k #SevenBridgesWealthAdvisors #AmeripriseFinancial #Ameriprise #WealthManagement #FinancialAdvice #FinancialGoals #HudsonValley #WhitePlainsNY #PoughkeepsieNY

?? Silvertree's Purpose! ?? We hope you enjoy our latest video showcasing how we empower the manufacturing community through comprehensive wealth planning. In this video, you'll learn about our commitment to serving business owners, executives, and workers in the manufacturing sector, ensuring their financial success and security. Jason Glisczynski, co-founder of Silvertree, explains our unique approach and the tangible benefits our clients experience by leveraging top-tier CPAs, lawyers, and commercial bankers in a Virtual Family Office (VFO) framework. ?? Watch the full video to discover how Silvertree is making a difference in the lives of our clients and the local manufacturing community! #WealthManagement #Manufacturing #FinancialPlanning #Silvertree #ClientSuccess

Navigating the complexities of working with family offices can be both rewarding and challenging for financial advisors. Jonathan Foster of Angeles Wealth Management, Homer Smith of Integrated Family Office, and Rudy Rake of Diagonal Investments weigh in on the pros and cons of dealing with intermediaries instead of directly with clients. Discover their insights on maintaining transparency, collaboration, and client-focused service. https://hubs.la/Q02Mbqrk0

I entered the workforce in 1984, aged 18. That means I've worked in Financial Services for 40 years, specifically in the investment business space for 25 years. The longer I'm in the 'people and their money management business', the more there is to learn. So, I thought I would share some of the key things I've learned thus far. Read my full insight at https://lnkd.in/eUKS2V_S #loveiom #thorntonfs #sharonsutton #isleofman #financialplanning #businessowner #smallbusinessowner #peoplehaven #safehaven #personalfinance #lessonslearnt #people #money #newinsight

The most successful financial professionals have one thing in common…and it has nothing to do with years of experience or technical competency. Listen in as Penny Phillips, president of Journey Strategic Wealth, explains what that is. I can’t think of a more perfect guest to kick off #WomensHistoryMonth–thanks for joining us, Penny! https://bit.ly/4a72DaV

???????? ?????? ????????... Say hello to our wonderful team at Colebridge Financial Solutions! Whatever you may need, our friendly and experienced staff will always be there to lend a helping hand. #financialplanning #financialplanner #gloucester #gloucesterbusiness #financialadvisor #glosbiz #financetips

Reid’s clients know what they want to achieve—he helps them get there. It’s what he finds endlessly rewarding about his work as a financial advisor. Helping real people reach real goals. If you’re looking for work where the payoff is tangible (and powerful), explore the Thrivent financial advisor career: https://lnkd.in/gQPv8Uvb

In a few words, Lone Wolf CEO Jimmy Kelly summarized the core issue facing real estate today. Be ready for your existing software options to work harder when Lone Wolf Foundation and the new generation hit the ground running—it’s just a matter of days now. https://lnkd.in/gyVVFnZ9 #lonewolftechnologies #lonewolftech #realestatetech #realestateindustry #techindustry #lonewolffoundation

Tobin is invested in the success of its clients. By understanding and anticipating their perspectives and needs, we ensure exceptional outcomes. Everything we do for others, we do as we would for ourselves. That’s the Owner’s Perspective?. #TestedTrustedTobin #OwnersPerspective?

I ran some recent numbers on our entrepreneur clients. Avg Age - 39 years old Avg Net Worth - $10,500,000 Their main reason for hiring Moment Private Wealth... A team to coordinate their entire financial picture. You see when I got into this industry (financial services), I didn't and frankly still don't love the term financial advisor. It is broad. It is confusing. It means 100 different things. Instead of trying to be like everyone else, we built a company we would want to hire. Call us financial advisors Call us your personal CFO Call us a multi-family office Honestly, terms to me don't mean much but what does is the outcomes our clients get. More confidence in their plan More enjoyment with their money More time to focus on what moves the needle We work with people like us, people who are willing to bet on themselves. If that sounds like you or you have been skeptical of financial advisors (like I have) or have just outgrown your current team let's talk. I can't promise we are the right fit but I know you will be better educated on your current situation. https://lnkd.in/eKZiYcsA