At The Friedman - Sepolio Wealth Management Group we are very proud that financial advisor Rick Friedman was named one of 2018 Forbes/SHOOK State-by-State Top Wealth Advisors. It’s an honor to have a teammate recognized as one of the best in the industry—because it means we are serving our clients well.
“I lead a highly experienced team specializing in helping individuals and their families in retirement and tax planning issues. We help our clients feel peace of mind through financial security, and we are committed to building strong relationships with each client by simplifying their financial life and maintaining high standards of service and integrity. We diligently strive to understand our clients’ unique financial situations, preferences, and goals in the context of the current market environment, and by consistently delivering service that exceeds expectations. My team works with you, developing strategies and recommending personalized solutions designed to help you accumulate, protect and transfer your wealth. We believe sound financial strategies are the cornerstone of your success and a wealth management plan helps individuals and families achieve their long-term financial objectives.
Every individual and family is different, but we believe what's important to our clients about money can be summed up in terms of security, lifestyle, and legacy. Clients tend to seek a sense of security as their most basic financial goal. Once this is achieved, they aspire to attain a level of financial independence that allows them to sustain in retirement the lifestyle they have grown accustomed to. Finally, once a client has achieved this level of financial freedom, we focus on helping plan their legacy.”
At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.
Given the expansion’s advanced age and lurking uncertainties, investors shouldn’t be caught flat-footed in the event markets get rocky. We look at how to use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios. Read the full economic outlook in the latest edition of Global Insight.
If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.
We are proud to announce the launch of the new live radio broadcast Your Money, hosted by our very own Rick Friedman and Clint Sepolio. The show airs Monday through Thursday at 6pm CDT on am700KSEV. We invite you to listen in and then contact us to let us know what you think.
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