Douglas Rothermich, who previously built out TIAA’s HNW planning group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.
PhilanthPro's Nicholas Palahnuk discusses how clients' growing interest in philanthropy demands a more integrated approach, where giving is strategically aligned with overall financial goals.
David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.
Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.