Walter Clarke facilitates life services to high net worth delegators, helping them be confident and achieve a systematic process to protect their threshold of freedom wealth.
After entering the investment business in 1995 and spending 8 years at three different Wall Street firms, he realized wealthy families needed a way to learn about finance without the pressure of being sold. With that goal in mind, he started his own investment firm in 2003.
He then crafted a wealth management curriculum designed to help these families demystify the investment process. This class has been acclaimed at UC Berkeley, UCLA, ASU, DePaul, TCU, UNLV, University of San Diego, UC Santa Cruz, UC Davis, and Tecnológico de Monterrey. Learn more about Walter Clarke at https://www.walterclarke.com/
Pulling various components together to determine what resonates with the individual and family in a sudden money event or when dealing with massive wealth.
How to best manage wealth within families and dealing with those whose expertise is not in the financial world.
Avoid making the most common mistakes millionaires make.
