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Celebrity, charity, diversity: Insights from a ‘financial architect’
Angeles Wealth’s Rick Nott shares his career journey working with wealth.
Getting a family to the table to discuss giving is tougher than it sounds
'It's really that transparent conversation that's the key to making sure that we utilize these different strategies that are in place,' an advisor says.
‘Financial architect’ joins $1.7B AUM Angeles Wealth
Advisor moves to national RIA firm in Santa Monica from LourdMurray.
Don’t give up on charitable giving just yet
A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous.
