‘It’s about being efficient, not keeping up with the gay Joneses’
David Rae, of DRM Wealth Management.
Advisor, who has developed a successful niche working with LGBTQ-plus clients, addresses stereotypes, homophobia, and the impact of the AIDS crisis.
Pride season may be around the corner but having a conversation with your LGBTQ-plus clients is something that should take place all-year round.
That’s the message David Rae wants advisors to take away. Rae, who’s the founder and president of DRM Wealth Management, an RIA based in West Hollyw
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