Over the years, Russ Carpentieri and Iván Watanabe have noticed that clients who have the greatest level of financial success and personal satisfaction share very common behaviors and qualities.

Today, Russ and Iván delve into these common characteristics,  how they ultimately impact the planning process, and how clients move forward with their wealth, lifestyle, and purpose.

In this episode, you’ll learn:

Tune in now to learn more about Opus Private Client and consider whether you’d be a good match for their services!

Resources:  Opus Private Client, LLC

Welcome to the inaugural episode of the Wealth Style podcast!

In this debut episode, get to know your hosts, Russell Carpentieri and Iván Watanabe, and the work they do to help clients at Opus Private Client move their wealth, purpose, and lifestyle forward with clarity and confidence.

In this episode, you’ll learn:

Join Russell and Iván now to learn about who they are professionally and personally —  and to find out what’s to come from the Wealth Style podcast!

Resources:  Opus Private Client, LLC | Opus Foundation