Big positive changes are underway for our firm. Over the past 18 months behind the scenes, we have been working on a merger with Green Private Wealth – an award-winning firm. This merger allows us to offer our clients a more in-depth, wide array of services that can benefit them at any stage of their life.
In this episode, Kris Dureau shares this exciting shift and how the new merger with Green Private Wealth is benefitting their business in a number of different ways. With the new expansion of their team, they are able to offer new opportunities and work with more advanced business models and strategies that will ultimately benefit you and your portfolio.
- The benefits clients will receive just from being a larger firm
- Their focus on adapting to the rapidly changing wealth management landscape
- Their new pension-style portfolio management approach and how it can help clients avoid the volatility associated with traditional portfolios
- The shared company values and practices that led to the smooth merger between Three Hats Financial and Green Private Wealth
- And more
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