Pivoting to High-Net-Worth Clients Is No Easy Task
Lots of advisors want to reposition their firm to work with high-net-worth clients or even start a new one aimed at households with deeper pockets, but that’s often easier said than done. Tony D’Amico was quoted in this article in WealthManagement.com, “Pivoting to High-Net-Worth Clients Is No Easy Task,” on how he helped his clients […]
Fidato Wealth Thanks Northeast Ohio Residents for their Donations to Shoes and Clothes for Kids Charity
Fidato Wealth, an independent, fee-based financial advisory firm providing comprehensive financial planning and wealth management for successful families, individuals and professionals, once again teamed up with Shoes and Clothes for Kids (SC4K), a local charity who improves K-8 school attendance by eliminating lack of appropriate clothing, shoes, and school supplies as barriers. Over the past […]
Managing Your Health In a Post-COVID-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. We asked Dan Carlin, M.D., CEO and founder of concierge telemedical practice WorldClinic, for some of the biggest health care-related lessons that he thinks will come out […]
