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 Louis Green of Prestiq Wealth. Louis shares his path into wealth management and the story behind Prestiq Wealth, offering insight into how the firm delivers institutional-quality investment management through a highly personalized and planning-driven approach.

The conversation explores how Prestiq Wealth differentiates itself by combining disciplined portfolio construction with comprehensive financial planning, helping clients navigate increasingly complex investment decisions while remaining focused on long-term objectives. Louis discusses the importance of balancing risk management, tax awareness, and strategic asset allocation to build portfolios that can adapt through changing market environments.

We also discuss portfolio construction in today’s evolving investment landscape and the growing role of private markets within diversified portfolios. From evaluating alternative investments to implementing long-term wealth strategies, this episode provides a look into how advisors are moving beyond traditional models to deliver more customized, sophisticated solutions for clients.

Louis Green | Prestiq Wealth
https://www.prestiqwealth.com/

Josh Hile | Citizen Mint
https://www.citizenmint.com

Prestiq Wealth is a registered investment adviser and the opinions expressed by Prestiq Wealth 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.