Throughout the 1970's I was quite intrigued about finance. I probably read every book about investing, tax planning, asset protection and economics I could get my hands on. Among the numerous conversations I had with myself: somewhere with this knowledge, I thought, there had to be a way to help others. If nothing else, I figured I could use this information myself if I ever accumulated enough wealth of my own to manage.
The turning point: In 1977, I read an article in a magazine where it highlighted two very famous people: One, a celebrated actress and the other, a high-profile basketball player. What was unique yet similar about them? They both had lost a substantial amount of money after a business deal went bad. To add insult to injury, they also had run-ins with the IRS. These were very wealthy people who could probably afford the best financial advice money could buy, yet it was very apparent they had received some really poor advice. So, I thought to myself, if this happened to them, imagine what would happen to the average American?
It was at that moment I was convinced to put my idea of helping others into action by offering elite wealth advisory services. Today, we focus on three crucial areas at a minimum: exclusively for average individuals, business owners, and those with above-average wealth who need help with Investment Management, Estate, and Tax Planning.
Conrad Tarte
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