Cover Story Spotlights

Premier Features

Heir-raising experience needn’t be hair-raising

A seasoned and savvy wealth adviser with an MBA from Gulf Coast University, Tamara Surratt works with multigenerational families, from the wealth creators themselves all the way to the youngest generations, to help families preserve and grow their w...
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Built on integrity

The word “integrity” gets tossed around a lot by businesses of all shapes and sizes. But for Gallagher, Flynn & Company LLP it’s not just jargon or a willowy concept. “We really live it,” says Joanne Breault, director of human resources for t...
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Real investments, real results

For many investors, figuring out where that money wound up can feel like chasing a wild goose—one where the golden egg happens to be your life’s legacy. Such is the way of today’s financial services sector, where even seemingly straightforward st...
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Taking it to that higher level

“What else does one do with a psychology degree?” Edmon “Jake” Tomes playfully responds when asked how he came to found Level Four Wealth Management in Plano, Texas, back in 2000 at the seemingly green age of 26. Well, one thinks deeply, for star...
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Testimonials

We worked with Nick Randall of Equity on a cover article about our CEO at wealth management firm, Lido Advisors. The experience from start to finish was extremely professional. The article was well written and the finished product looks terrific. Really puts the firm in a great light.
– Greg Kushner, Lido Advisors

LATEST EDITION

vol. II 2018

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