The wealth management space has increased dramatically with the most recent numbers being over 15,000 advisory companies in the United States which has doubled in the last 20 years. 

However, the term “wealth manager or financial advisor” has become very opaque and very broad.  Many of the wealth managers are investing money in a set portfolio which could be handled through a robo-advisor or direct investment.

Our guest today prides himself in being a “value-add” wealth manager, holding himself out for giving increased service, knowledge and investment advice.  Aaron Leatherwood has been in the financial services industry his whole career, most recently establishing Centerpiece Wealth Advisors with his partner.

https://www.buzzsprout.com/2323133/episodes/16297195