Come meet us in Houston!

Hey guys, hope everyone had a nice Thanksgiving. Five day weekends are rare, hope yours was relaxing and fun.

I’ll be in Houston for three days next week – my first time ever in that city! We’re taping a live version of The Compound and Friends podcast at the Dynasty Investors Forum. I will also be interviewing my friend Patrick O’Shaughnessy on stage about the custom and direct indexing revolution, major trends in asset management, the growth of his podcast and content empire and more. It’s going to be an awesome week surrounded by some of the most successful RIA founders and executives in America. Thanks to Shirl Penney and the Dynasty crew as always for having me be a part of it.

I wanted to mention that I’ll be rolling deep that week. I’m bringing my partner and RWM head of wealth management Kris Venne with me. Michael Batnick, Ben Carlson and Duncan Hill are coming too. We have clients in the Houston area to visit with while we’re in town. We’re also keeping some time open to meet with prospective clients. If you’ve been waiting for your chance to meet with us, this could be it. We currently work with over 1500 families coast to coast, building financial plans and creating the customized portfolios meant to achieve our clients’ goals and dreams. If you’d like to come say hello and hear more in person, get in touch via email: subject line “Houston”. 

If you’d like to speak with us about your situation but you’re not from Texas, that’s cool too, we’re standing by:

Financial advisors interested in attending the Dynasty event, go here.


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