Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process. Its services include portfolio management, comprehensive full financial life planning, and personalized goal planning from a dedicated Certified Financial Planner (CFP) on a subscription-based model that enables customers to increase their financial security and prosperity at an affordable cost.
Episodes
- home
- blog
- All Top 100
- Financial Planning for Millennials
- Facet Wealth
Recent Posts
- 098 Medicarians – Improving Senior Health
- 097 Medicarians – Customer Creation
- 096 Medicarians – Future of Distribution
- 095 Better Serving Families in Need With Justin O’Keefe
- Hartford area business accelerators regain some momentum in new post-COVID landscape
- 094 Leading Corporate Innovation Post Pandemic with Paul Bailo
- 093 Innovation, ESG, & Urban Farming in Hartford
- Nassau to Host “State of the State – New Developments in CT’s Captive Industry”
- Limited Series 092: The Insurance Industry in 2030 with Barney School of Business and the South Carolina Dept. of Insurance
- Limited Series: 091 ESG Investing with Barney School of Business and Sage Advisory Services
Leave a Reply