Ultra High Net Worth Clients with Chris Brodhead

#96 Client Conversations That Matter w/ Brian Goodstadt, Managing Partner & Private Wealth Advisor, Paragon Capital Management


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Brian Goodstadt (https://www.linkedin.com/in/briangoodstadt/) is a wealth management professional at Paragon Capital, where he specializes in providing investment management, tax planning, retirement planning, and comprehensive wealth management services to high-net-worth individuals. Operating on a fee-only basis. With over 30 years of experience in the investment industry and more than 15 years of working directly with individual clients, Brian is passionate about helping his clients achieve their financial goals. 

In this episode Chris and Brian discuss:

1. Why Building Trust Outweighs Short-Term Gains

2. Listening as a Superpower

3. Why Integrity is Non-Negotiable in Wealth Management

4. Understanding Stock Options and Restricted Awards

LinkedIn: https://www.linkedin.com/in/briangoodstadt/ Website: https://www.paragoncapitalco.com/team/brian-goodstadt 

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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

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Ultra High Net Worth Clients with Chris BrodheadBy Chris Brodhead

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