Written by: Amanda Schiavo | In your career as a planner, you’re bound to meet a character or two. Plus, when you consider the unique bond that develops in an advisor-client relationship, it makes sense you will field some, well, unorthodox requests from clients from time to time.
Scroll through the following list to see advisors' favorite anecdotes on baffling, funny and just plain strange queries.
Radio host Jeff Motske CEO of Trilogy Financial shares the financial compatibility model changing the investing world.
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Trilogy Capital, the wealth management firm headquartered in Irvine, California, announced the acquisition of Westminster, Colorado-based Mountain Capital. Mountain Capital had over $1 billion in total client assets. The acquisition represents Trilogy’s largest deal of the year and its second Colorado location.
“Mountain Capital is a perfect fit for Trilogy and demonstrates our commitment to intelligent inorganic growth,” said Jeff Motske, Co-Founder, President and CEO of Trilogy. “Mountain Capital shares our commitment to long-term client relationships, fiduciary advice, and thoughtful financial planning, so the cultural fit is exceptional. We are very excited to be able to attract high-caliber people to Trilogy.”
Mountain Capital was founded in 2011 by U.S. Marine Corps veteran and former airline pilot Brandt Burns, its CEO. The firm serves individuals, families and small businesses, with a focus on aviation professionals. Its advisors include current and former pilots, airline leaders and other industry experts. Trilogy said the advisors’ aviation experience informs the financial guidance they provide.
According to Trilogy, Mountain Capital will retain its brand, leadership team, advisors and staff, and client disruption should be minimal.
“Partnering with Trilogy allows us to maintain our firm’s personalized service and expertise, while enhancing additional offerings that matter most to our clients,” said Burns. “This important move for our firm will not replace what we’ve built. It will strengthen it.”
In addition to financial planning and investment management services, Mountain Capital offers tax preparation and consulting services…click here to read more.
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