Blueprint for Wealth

Blueprint for Wealth

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Blueprint for Wealth episodes

  • LOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY Water
    On this segment of Blueprint for Wealth, Wayne Zell discusses LOIs Letters of Intent and interviews Scott Miller-- Co-Founder & CEO of YESLY WaterKen Uptain founded Essentia water in 1998. By 2017, Essentia water, fueled by a passionate following of loyal consumers, became the top selling premium bottled water brand and #1 ionized alkaline water brand in the natural foods retail channel! In early 2020, Ken appointed beverage industry veteran, Scott Miller as the company’s Chief Executive Officer to lead Essentia through its next major growth stage and brand evolution.After Ken and Scott sold Essentia to Nestle in March 2021, they reteamed to once again make their mark in the still water category and founded YESLY Enhanced Flavored Still Water.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/DkljTzdvls4
    33 min
  • Minor's Trusts + Interview with Brandon Avergon,
    On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, offshore jurisdictions, and wealth and asset protection to create a comprehensive plan to address the needs of his clients.Mr. Avergon is known for his ability to analyze complex issues and develop pragmatic solutions. He lives with his wife in the Boston area and enjoys spending time outdoors and charitable work with local organizations, including the Boys and Girls Clubs of America. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/jC9QWh0n0KA
    29 min
  • Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink
    On this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work, drive, keep track of paperwork, and then get paid on time (good luck with that!). We know what it’s like for our contractors in the field to need your project completed on time, with efficiency, and under budget."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/fcx81exlf4U
    23 min
  • Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.
    On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a regular basis to make sure that the plan is performing effectively and monitor any changes to your situation.GWE works with a wide variety of insurance carriers in the marketplace. With multiple carrier representation, access to proprietary products and excellent in-house research and knowledge, we have the ability to provide objective advice that can lead to a better underwriting outcome that enhances long-term results."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/l7qZIh0ieaA
    38 min

About Blueprint for Wealth

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FOR Entrepreneurs Who Want to Exit Big.

Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with valuable insights into business…