Shows
AEC Unscripted: M&A EditionEp 9: Wealth Management for AEC M&AIs your AEC firm positioned for financial success after the deal? In this episode of AEC Unscripted: M&A Edition, we dive into Wealth Management for AEC M&A. Jeff Adams, Director of Mergers & Acquisitions at Stambaugh Ness, is joined by Brian McCarver and Jonathan Freeman from Stonebridge Financial Group to provide expert insights for AEC firm leaders. Brian and Jonathan share their decades of experience, offering critical guidance on:Pre-sale financial planning to maximize deal valueStrategies for managing wealth post-transactionMitigating financial risks and securing your legacy Learn how to navigate this crucial aspect of M...2025-03-1858 min
Live Life LiberatedGet To Know Our New Senior Wealth Advisor Seth Meisler (Ep. 53)Recently, we had a great addition to our team! In January 2022, Seth Meisler, CFA, CFP®, CPA/PFS, MBA, joined Centura Wealth Advisory as a Senior Wealth Advisor, bringing in 15 years of experience as a financial advisor and Chief Investment Officer. In this episode, Jonathan Freeman, Chief Operating Officer, interviews Seth about his personal and … Read More Read More2022-05-0431 min