Wealth management strategy refers to the comprehensive approach and set of tactics employed to effectively manage an individual's or family's wealth. It involves various aspects such as financial planning, investment management, risk management, tax planning, estate planning, and philanthropy. In today’s episode, Steve Davies, an accomplished wealth manager, shares his insights on wealth management and the importance of aligning financial goals with life's purpose.
[00:36] - About Steve Davies
Steve is the Chief Executive Officer and Founder of Javelin Wealth Management.
He is a commentator on CNBC, CNA and Bloomberg TV.
His other interests include rowing, boating, scuba diving, water-skiing, hiking, travel and investing in startup businesses.
Steve has recently finished a 950-kilometer walk across Spain.
Simon is a five-star Amazon author.
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