EP-162 - It Starts with Planning with Vance Barse
Wealth Architect Podcast · Destiny Creation LLC
January 22, 202526m 6s
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Show Notes
Today, we're thrilled to have Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, join us. Vance brings a fresh perspective to serving high-net-worth families. His firm expertly blends investment management, wealth preservation, and advanced planning strategies, often overlooked by others.
Get ready for an insightful conversation packed with actionable advice! Let's dive in! 🚀