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Wealth Management Roundtable

April 21, 2014Article
Los Angeles Business Journal

We all need to think about how to protect what we've earned and how best to help our investments grow. At the Los Angeles Business Journal, our ears are always to the financial ground, and there are a number of questions that we've been hearing repeatedly from readers navigating the wealth management landscape. But how best to answer those questions? We have once again assembled a think-tank's worth of wealth management professionals and invited them to participate in an open forum, Q&A-style roundtable. We then proceeded to assemble a roster of some of the most knowledgeable experts in the field of wealth management in Southern California. Several questions were posed to this fund-protecting brain trust and what follows is a transcript of their responses.