Hello all,I am hoping to get some opinions on optimal wealth management for my long and short term goals.Background: Currently 18yo in college. I have about 14k in savings, 5.5k in a Roth IRA (Which I will max out yea...

I have read a lot of books in finance and real estate since my early 20s, but one thing that has always been consistent in my readings for the past 18 years is the wealth profile of millionaires. In chart above you ca...

Would love the opinion of some more seasoned investors on this question. My husband and I are getting bought out of a company and should leave with about 300k after tax. We want to buy a home in Charlotte, North Carol...

I'm interested in speaking with a Wealth Manager, who has actual real estate investing experience, and could help to understand some viable options for dealing with my current properties and equity, in the short-term ...

I have been listening to bigger pockets podcast for about a year. I hear lots of great stories about how the BRRRR has helped build wealth and I understand it in theory. By doing the BRRRR strategy you are creating pa...

Has anyone used private banker services? Chase, Wells Fargo, Goldman Sachs, etc? Do you recommend them? Any pros and cons? Here's something to throw out there we too have several rentals. Our banker suggested we use t...

I’ve recently been exploring wealth management strategies/options to make sure our assets grow and are protected. The problem is I don’t really know what we should be doing to take things to the next level.

For thos...

Hi BP community,
I'm looking for a financial advisor / wealth manager. Preferably someone with experience helping W-2 employees build their RE portfolio while balancing other investment opportunities (ie, 401k, etc.....

Hi! New Bigger Pockets member who is looking for *serious* financial and RE guidance. I currently have a CPA (only handles taxes and offers standard tax deductions advice) and a wealth manager at Abacus (handles retir...

Looking for the forums help in understanding all of the different avenues you would be exploring if you were me in posting this portfolio for sale. I have been investing/building this sfh canton ohio portfolio since 2...