Crypto Considerations
November 22, 2021 No Comments
by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto
We are a healthy fiduciary with over $150 million in client capital under management and will guide you through good times and bad. We are committed to managing your liquid assets through your own account that is connected to your personal, written investment plan.
We all have different seasons and we try to meet you where you are with a sense for what is likely to be coming next.
by Barry Brindise, Financial Planning Director, Brightwater Advisory If you have been watching the news recently, you have heard the words, “Bitcoin”, “Blockchain”, and “Crypto
We sent a letter to clients in January and I am sharing an edited version in which I would like to cover the following items
We have had increasing questions and interest from clients for Donor Advised Funds and we continue to be intrigued with their possibilities in financial planning,
The questions and concerns you have may be unique or normal for your season of life and circumstances.
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