In this episode of Wisdom and Wealth, we welcome Garrett D'Alessandro, CEO of Archlight Wealth Management, for an insightful conversation on the power of collaboration in financial planning. Managing an estate comes with a complex web of financial considerations, and Garrett shares how leveraging a team of highly skilled professionals can help you navigate these challenges with confidence.

From tax strategies to investment management and estate planning, we explore why a well-rounded team approach can be the key to long-term financial success. Tune in for expert insights that can help you make informed decisions and secure your financial future.

Chapters:

0:00 - Introduction

1:50 - Garrett's background in the financial sector

5:39 - The value Garret brings to the table

11:07 - Archlight's investment philosophy

18:03 - AI's influence on the financial sector

21:50 - How to get in touch with Frank's team

22:53 - Closing remarks