Features Financial Planning

Strategic Wealth Partners

As far back as junior high school, David Copeland’s friends and family recognized him as being good with money. In fact, he recalls a time in ninth grade when, randomly and offhandedly, his buddy mentioned that he wanted him to manage his money someday. While Copeland quips that it was “presumptuous that he would have […]

Joanne Breault – Gallagher, Flynn & Company LLP

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 the Burlington, Vermont and Hanover, New Hampshire-based tax, accounting and business consulting firm. Offering […]

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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

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vol. II 2018

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