In episode 11, Matt and Patrick are live on location at the Future Proof Wealth Festival in sunny Huntington Beach, CA. The festival brings together some of the wealth management industry’s best and brightest, and the top trends, developments, and new technology are on full display. Matt and Pat dissect their experience through two and half days and how it will ultimately benefit clients of Amplius Wealth Advisors.
This communication is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this communication is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Amplius Wealth Advisors does not intend the information in this communication to be investment advice, and the information presented in this communication should not be relied upon to make an investment decision. Past performance is not indicative of future results. Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. All opinions expressed by the participants are solely opinions and should not be relied upon as potential or actual results.
