Features

Edmon “Jake” Tomes – Level Four Wealth Management

“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 starters. Which is something that seems to come naturally to the now […]

Eric D. Bailey – Bailey Wealth Advisors

His professional responsibility may be sustaining generational wealth, but that doesn’t curb Eric D. Bailey’s commitment to those not sharing in the prosperity. Indeed, the distinguished founder of Bailey Wealth Advisors in Silver Spring, Maryland, is as comfortable interacting with quasi-governmental agencies, community groups, fraternal organizations and churches in aiding the less fortunate, as he is with […]

Family Office Research

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund looks at […]

Freedom Financial Group

The biblical passage about it being better to give than to receive hit home early for Tad Hill. Son of a farmer father and a social worker mother, the young Hill often accompanied his mom as she tended to the elderly and infirm in and around Birmingham, Alabama. The old and disabled folks took a […]

G. Benjamin Bingham – Scarab Funds

To become a successful wealth manager, one needs to understand the financial landscape—where it’s fertile, where it’s barren and how to cultivate strong long-term yields. For Ben Bingham, the analogy hits a bit closer to home—and his current work. After decamping from Yale University to England’s Emerson College in 1970, ostensibly to avoid being drafted […]

Genesis Capital Group

Dino Dionne loves getting stuck in traffic. The honking horns, the inching crawl through the concrete canyons of Manhattan—none of it fazes him. Once the classical music is cued, all the day’s demands seem to vanish. In their place, Dionne brings the bigger picture into focus. What is our firm’s role in the wider financial […]

Gitterman Wealth Management

At first glance, Jeff Gitterman’s 2019 agenda reads more like a jetsetter’s itinerary than a business calendar. There are the high-powered conferences in San Francisco, Milwaukee, Portland, Austin, Seattle and Washington, D.C. He is currently in talks to host a show on Asset TV to educate the public and other advisors on the morals and […]

Greg Kushner – Lido Advisors LLC

The rich get richer, it’s said. After all, it takes money to make money. While that’s no given, there’s still an element of truth to those statements, Greg Kushner would acknowledge. Only that’s no casus belli for class warfare. For while it’s Kushner’s business to further enrich the rich, the affable, well-spoken founder of a […]

GYL Financial Synergies

While honoring each client’s confidentiality, Gerald B. Goldberg has anecdotes aplenty about the issues a household may face should the most fiscally savvy member die or become incapacitated by age, illness or injury. All too often, that person has been remiss in sharing his or her knowledge with their spouse, partner or beneficiaries. But if […]

James Zahansky and Laurence Hale – Weiss, Hale & Zahansky Strategic Wealth Advisors

Do the little things right and the major pieces will fall into place. It’s a formula that can apply to most any endeavor, and is a big part of the playbook for Weiss, Hale & Zahansky Strategic Wealth Advisors in the northeast Connecticut community of Pomfret Center. “Plan well, invest well, live well” is how […]

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 2019

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