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Personal Capital Wealth Management

Old 02-13-2018, 08:12 AM
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Default Personal Capital Wealth Management

Anyone using them or have any knowledge or advice regarding same?

https://www.financialsamurai.com/wea...sonal-capital/

https://www.personalcapital.com/weal...private-client
Old 02-13-2018, 08:23 AM
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I’ve hired a company out of Massachusetts. They have a local office and they have far exceeded my expectations. I thought I was hiring a company to park business profits. Instead they are truly managing my personal and professional finances in a way that I have never even imagined. I wouldn’t have thought it possible, but we are looking at being completely debt free in 4 or 5 years. Right now I have a mortgage and 3 vehicles with some money owed on them. But the path to being debt free is clear and we are making progress to it.
Old 02-13-2018, 08:59 AM
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I just call Russ

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