Call Me When... A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
CPWA (Certified Private Wealth Advisor), CRPC (Certified Retirement Planning Counselor), AAMS (Accredited Asset Management Specialist)
Greater Boston Sponsor
Member for 3 Years
© 2022 XPX Global LLC. All Rights Reserved.