Personal Finance
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Creative Real Estate Financing
presented by

Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated over 3 years ago on . Most recent reply

Financial Advisor / wealth management advisor
Hi BP community,
I'm looking for a financial advisor / wealth manager. Preferably someone with experience helping W-2 employees build their RE portfolio while balancing other investment opportunities (ie, 401k, etc...). Experience with additional alternative asset classes (i.e, private equity), agriculture, etc... is also a plus. As is experience with international diversification strategies, investment opportunities and currency plays.
Appreciate any guidance you might have!
Ben
Most Popular Reply

Benjamin, if you're still looking for someone I may be able to help. If you want to send me a message, I'd love to discuss