Investor Magazine

This week we caught up with Lucas Baker, CFP® of Quotient Wealth Partners to discuss how he works with clients to take the emotion out of investing. We're proud to have capable advisors like Lucas share his experience and insight.

Investor Magazine | Real Advisors. Real Insight.

It was a great day in Dallas visiting with Quotient Wealth Partners!

We sat down with co-founders Tim Harder, CFA, Brandon Ross, CFP®, and Jonathan Blumenthal CFP, as well as Brian Weatherly, CFP®, and Lucas Baker, CFP® to learn more about how Quotient is serving clients at the highest level.

Look for their perspectives across Investor Magazine channels in the weeks and months to come.

Investor Magazine | Real Advisors. Real Insight.

How much risk should you take in your portfolio? Advisor, Blake Kollin, MSF, CRPC™ discusses general principles between growth and protection.

Blake is an independent advisor at OpenArc Corporate Advisory, in Atlanta GA.

Investor Magazine | Real Advisors. Real Insight.

This Memorial Day, we honor the brave men and women who made the ultimate sacrifice for our freedom, and we extend our deepest gratitude to the families whose strength and sacrifice will never be forgotten.

For many investors, the most difficult hurdle isn’t building wealth, it’s spending it. We sat down with Mac Cramer, CFP®, CRPC™, to learn how a well-designed plan empowers clients move past hesitation and embrace guilt-free spending.

Mac Cramer, CFP®, CRPC™ is a Senior Vice President and Senior Wealth Management Advisor at OpenArc Corporate Advisory.

Investor Magazine | Real Advisors. Real Insight.

OpenArc Corporate Advisory

Independence is reshaping wealth management. It demands strong leadership and the right resources. Investor Magazine caught up with Justin Weinkle, Chief Financial Officer of Dynasty Financial Partners, about the role a fortress balance sheet plays in supporting and scaling a best-in-class platform for independent advisors.

Brittany Hartnett, CFP®, CRPC™, SE-AWMA™ sat down with Investor Magazine to answer the question, "What is Holistic Planning?"

Brittany is a Principal Partner and Senior Wealth Management Advisor for OpenArc Corporate Advisory.

You can also find Brittany's recent article in Investor Magazine where she covers the topic in even great detail. https://lnkd.in/ecgXBWvc

We appreciate your thought-leadership Brittany Hartnett, CFP®, CRPC™, SE-AWMA™.

Investor Magazine | Real Advisors. Real Insight.

Roy of PUREfi Wealth discusses the care that must be taken working with families to support not just their goals, but their legacy for generations to come.

We caught up with Charlie Corkery CFP®, of PUREfi Wealth to discuss the most important aspects of an advisor relationship.