financial planning tools

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]