What is your wealth's highest purpose?
In this episode, we explore that question with a professional wealth advisor who is passionate about helping millennials use their resources to create real impact.
We’ll dive into donor-advised funds—are you using one?—and why they matter for high-income, mid-career millennials.
You’ll hear how the bunching strategy works, and a special story about his son shaped his personal giving plan.
This is a conversation about aligning strategy with purpose—and why the way you give can matter as much as what you give.
Adrian Colarusso is an investment adviser representative of Target Rock Wealth Management, a Registered Investment Adviser with the Securities and Exchange Commission andprincipally located in the state of New York. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Advisory services are only offered to clients or prospective clients where Target RockWealth Management and its representatives are properly registered or exempt from registration. This podcast is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with appropriate tax and/or financial advisors for advice specific to your situation. All expressions of opinion reflect the judgment of interviewee on the date of the program and are subject to change.
