Colt Pierotti is a Private Wealth Advisor at Ameriprise Financial serving small business owners, corporate executives, and affluent families. His background includes financial planning, wealth transfer strategies, and portfolio analysis and construction. Colt and his team of six specialized investment professionals have the expertise and resources to provide clients with the highest caliber of service and advice. Whether your goal is to establish a thriving business, safeguard your lifestyle during retirement, or create a lasting legacy, they are dedicated to embracing your vision and working diligently to ensure your success. He received his M.B.A. from the University of Memphis. He holds the Certified Investment Management Analyst® designation from the Yale School of Management. He is also an Accredited Portfolio Management Advisor® from the College for Financial Planning. He maintains his Series 7 and 66 securities licenses, along with life and health insurance licenses. His passion for his profession aids him in helping clients wade through the complexity of market volatility and inflation, keeping their financial stability intact.

Listen to this informative Legacy Leaders episode with Colt Pierotti about Discussing Inflation with Clients, Challenges and Benefits of Working with Clients, Retirement Misconceptions, The Importance of Recession and Volatility, and Acquiring Good Long-Term Businesses.

Here is what to expect on this week’s show:

●    Explore Colt's journey to financial advisor, unveiling his challenges and triumphs

●    See how the financial advisory adapted to COVID-19 with remote work and tech to reshape client service

●    Delve into inflation's impact on clients, uncovering challenges and opportunities for advisors

●    Discover how Colt tackled work-life balance, juggling professionalism and personal matters

●    Revamp retirement planning, debunk misconceptions, and highlight long-term goals and post-retirement passions

Connect with Colt Pierotti:

Website: https://www.ameripriseadvisors.com/colt.pierotti/

LinkedIn: https://www.linkedin.com/in/colt-pierotti-mba-cima%C2%AE-apma%C2%AE-34337b136/

Email: [email protected]  

With your Host: Stan Miller

Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International Best Seller in April.

Connect with Stan Miller:

Website: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1

LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/

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