EP-162 - It Starts with Planning with Vance Barse
Update: 2025-01-22
Description
Today, we’re thrilled to have Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, join us. Vance brings a fresh perspective to serving high-net-worth families. His firm expertly blends investment management, wealth preservation, and advanced planning strategies, often overlooked by others.
Get ready for an insightful conversation packed with actionable advice! Let’s dive in! 🚀
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