10/08/2024
As I approach the anniversary of launching my fee-only RIA, Prosperitage Wealth, it was a humbling honor to share my thoughts with USA TODAY.
“An RIA works closely with clients to create and implement personalized investment strategies aligned with their financial goals,” said Brian Seymour II, CEO of Prosperitage Wealth. “This involves analyzing the client’s financial situation, risk tolerance and objectives to provide tailored advice on asset allocation, portfolio management, retirement planning and other investment-related matters.”
RIAs provide services related to securities and investments. However, many RIAs give far more than that.