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]

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Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Respond to the expectation for specialized, high touch services. Sara G Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

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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. We get judged all the time.

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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. A tax plan, a portfolio risk evaluation, and other investing and wealth-preservation principles apply to anyone. Not Taking Inventory of Collectibles.

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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.

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Steve Sanduski

DECEMBER 5, 2022

I spoke with Shannon at the 2022 CAIS Alternative Investment Summit in Beverly Hills about how she and her team manage a shared service model, as well as how alternative investments are helping their advisors offer more value to a wider variety of clients. “Knowing where the market’s going.” 450 billion in AUM. .”

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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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