Showing results for "Private Wealth" in Management

Welcome to Leadership on the Front Foot, with your host David Andrew, CEO and Founder of Capital Partners Private Wealth Advisers, and author of Wealth with Purpose. Each week Leadership on the Front Foot with Capital Partners will explore a wide range of leadership topics and interview some of our community’s best and brightest leaders.

Welcome to Talking About Retirement, where we aim to redefine retirement with your host, Damon Sugden, wealth adviser and master of financial planning at Capital Partners Private Wealth. Damon’s driving ambition is to meaningfully help people gain a sense of certainty about being able to live their best life. Talking About Retirement explores a wide range of retirement and lifestyle topics from a holistic perspective. In this series, Damon is joined by David Andrew and Barry LaValley for each episode and they will be having straightforward conversations around leading a rich and fulfilling ...

Welcome to Lessons by the Lake: The Oswego Private Wealth Show! Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day. Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio. Thanks for checking out our show! Be sure to leave a comment and ...