In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Mario Zumbo, founder of Preserve Private Wealth. They discuss Mario's pivot from government contracting to wealth management, the importance of building meaningful client relationships, and his entrepreneurial insights for business owners.
Are you ready to learn how to take control of your financial future and balance risk with stability?
Tune in as Gary and Mario discuss personalized wealth management and actionable strategies for growing your business and wealth.
Key Takeaways:
→ The impact of combining entrepreneurial risk-taking with conservative financial planning.
→ How to overcome psychological barriers to starting your own business.
→ The advantages of personalized financial advising for high-net-worth individuals.
→ Why assembling a strong advisory team is critical for entrepreneurs.
→ Advice for selecting the right financial advisor tailored to your unique needs.
Quote from Mario Zumbo:
"The hardest decision was making the leap into entrepreneurship-but once you're all in, the rewards are unmatched."
"The earlier you bring in the right advisors and team, the greater your chances for long-term success and growth."
How to Reach Mario Zumbo:
Email: mario@preserveprivatewealth.com
Website: www.preserveprivatewealth.com
LinkedIn: Mario Zumbo