Integrity Financial Planning
APRIL 2, 2023
For high-net-worth individuals and families, retirement is a significant shift. A high-net-worth individual, also known as an HNWI, is typically someone with at least $1 million in cash or assets that can be easily converted into cash, including stocks, bonds, mutual fund shares, and other investments. [1]
Sara Grillo
JUNE 7, 2024
“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. How do I meet them?”
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Sara Grillo
MAY 24, 2024
High net worth individuals hire me for various reasons, but the thing I’m best at as a financial advisor is helping my clients structure a financial plan after an unexpected transition such as divorce.” There’s no “two best” of something. What is the thing you would die by your ability to do well?
This is going to be BIG.
NOVEMBER 4, 2018
For the last two years, I’ve been pretty vocal about politics on social media , in my weekly tech community newsletter and on this blog. Most people don’t think about it, but VCs need to raise money from high net worth individuals and institutions to have the money to put to work.
Integrity Financial Planning
OCTOBER 9, 2022
You may think that as a high-net-worth individual, or even a millionaire next door, you may have an easy road ahead in maintaining your wealth. But a greater amount of wealth to protect introduces unique challenges that are specific to the size of what they have to protect.
Steve Sanduski
SEPTEMBER 13, 2023
Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.
Steve Sanduski
AUGUST 21, 2023
Within the practice, Alex specializes in working with high-net-worth individuals and multigenerational families. Guest: Alexandra J. Miele , CFP®, Managing Director, Partner, and Chief Business Development Officer with The Andriole Group.
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