WealthStyle Podcast

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 …

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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 … Continue reading What the Top Opus Clients Have in Common →

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: What drove Russell …

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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: What drove Russell … Continue reading Meet Your Hosts, Russell Carpentieri and Iván Watanabe →