IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM
Transform Your Accounting Business into an Advisory Firm with our
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AFO WEALTH MANAGEMENT FORWARD PODCAST
The Blockchain Accountant
Rory and Managing Director Mark McCarron are joined by “The Blockchain Accountant” David Spencer, CPA and Certified Smart Contract Developer, the founder of DKS Tax and Consulting. Listen to this episode to learn more about cryptocurrency, NFT’s, and advancements in the Metaverse. Find out why David believes the key to mass adoption lies in the Warren Buffet principle of “People invest in what they understand.” Also, get detailed breakdowns of what the IRS considers a taxable event as the guys discuss Crypto and NFT transactions and their associated Gas Fees. See Find out why more and more major corporations like Apple, Nike, Ray-Ban are getting involved in the Metaverse and how they are helping drive its rapid development. If you are interested in learning more about these emerging technologies, check out this can’t miss an episode with “The Blockchain Accountant.”
DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FIRM ARE YOU?
Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.
It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.
At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.
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THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.
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