Advisor practice

Austin Peterson | Backbone Planning Partners

In our sixteenth episode, Austin Peterson of Backbone Planning Partners shares his perspective on wealth management for business owners, discussing diversification beyond the business, preparing for future liquidity events, tax-aware portfolio construction, and how private markets can help entrepreneurs build financial independence outside of their companies.

Stephen Lewis | Future First Finance

In our fifteenth episode, Stephen Lewis of Future First Finance shares his perspective on modern wealth management, discussing climate-focused investing, the energy transition, disciplined portfolio construction, and how advisors can thoughtfully incorporate private markets to build resilient, long-term client portfolios.

Christina Kramlich | Cantata Wealth

Christina Kramlich of Cantata Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Jacob Tally | Prospero Wealth

Jacob Tally of Prospero Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Louis Green | Prestiq Wealth

Louis Green of Prestiq Wealth joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Rubin Miller | Peltoma Capital Partners

Rubin Miller of Peltoma Capital Partners joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Frank Byskov | Forty4 Financial

Frank Byskov of Forty4 Financial joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Rebecca White | Harrington Investments

Rebecca White of Harrington Investments joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Guillaume Decalf | Oui Financial

Guillaume Decalf of Oui Financial joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Dale Shafer | Life Moves Wealth Management

Dale Shafer of Life Moves Wealth Management joins The Advisor View to share the story behind the firm and how it approaches planning and investing for clients.

Matthew Oberdorfer | ObFi.com

In our seventh episode, Matthew Oberdorfer of ObFi.com shares his perspective on modern wealth management, discussing personalized financial planning, tax-aware portfolio construction, and how advisors can integrate alternative investments and private markets to support long-term client outcomes.

The Operational Gap Holding Back Private Markets Adoption

Private markets adoption often stalls at operations. Learn how RIAs can streamline workflows, reduce complexity, and scale private investments more effectively.

Dave O’Brien | Evo Advisors

In our fifth episode, Dave O’Brien of Evo Advisors shares his perspective on modern wealth management, highlighting a planning-first approach, tax-aware portfolio construction, and how private markets can enhance diversification and after-tax outcomes for high-net-worth clients.

Lucas Wennersten | 49th Parallel Wealth Management

In our fourth episode, we highlight Lucas Wennersten, Founder of 49th Parallel Wealth Management. Lucas shares his journey building a cross-border advisory firm, emphasizing his focus on tax-aware planning and integrated portfolio construction for clients with global financial lives. He discusses how his firm navigates the complexities of U.S. and Canadian tax and regulatory frameworks, the importance of structuring portfolios for after-tax outcomes, and how private markets can enhance diversification. The conversation also explores how advisors can better serve increasingly sophisticated, internationally focused clients.

Winning High-Net-Worth Clients in Today’s Market

Actionable strategies for financial advisors to attract high-net-worth clients through differentiated service, private market access, and personalized wealth management.

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Guide to Winning High‑Net‑Worth Clients

Learn proven strategies for attracting and retaining high-net-worth clients, from building trust to offering tax-efficient private market investments.

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Citizen Mint Advisor Guide

How Citizen Mint works with wealth advisors, family offices, and foundations: sourcing and diligence, portfolio construction, client education, and implementation through the custodians you already use.

How Chicory Wealth Scaled Impact and Alternatives Through a Curated Private Markets Platform

Learn how Chicory Wealth leveraged Citizen Mint's platform to offer private market investments to clients, streamline operations, and scale their impact investing practice.

Adam Wishard | First Pacific Financial

In our second episode, we highlight Adam Wishard, Co-Chief Investment Officer at First Pacific Financial. Adam shares his journey from a math and statistics background to becoming a financial advisor, emphasizing his passion for simplifying complex financial issues for clients. He discusses the evolution of First Pacific Financial, the importance of giving genuine advice, and the firm’s unique team approach. The conversation highlights the increasing role of technology in wealth management and the importance of aligning investments with clients’ values and goals.

How Citizen Mint Empowers Wealth Advisors to Enhance Client Satisfaction and Grow Their Firms

Discover how Citizen Mint's private market platform helps wealth advisors enhance client satisfaction, differentiate their practice, and drive firm growth.