Nick Bartolo, CFA, CPA
I’m Nick Bartolo, CFA, CPA, MBA, Founder of Essential Partners. On Essential Exit Wealth, I share tax, investing and wealth strategies for 8 and 9-figure business owners preparing for or following a business sale.
At Essential, we help business owners maximize after-tax wealth through tax strategy, investments and sale timing. In the last 24 months, our clients have executed over $600M in transactions while walking away with peace of mind knowing they didn’t leave their hard earned money on the table.
Essential Partners LLC is a registered investment adviser. These videos are solely for informational purposes. Advisory services are only offered to clients where Essential Partners LLC are licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Essential Partners LLC unless a client service agreement is in place. Stories have been modified to protect privacy.
경제
Vlog / 라이프스타일
구독자 수
168
총 영상 수
132 개
국가
미국
채널 가입일
2024-07-27
구독자 등급
Nano그라피트
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