Prevail Innovative Wealth Strategies
Prevail Innovative Wealth Strategies
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Matthew Burleigh Joins Prevail: Redefining Wealth Management in 2025
New Year, New Possibilities: Driving Innovation in Private Investments
Join Andrew Stafford, President of Prevail, as he introduces Matthew Burleigh, a Chartered Financial Analyst (CFA), to the Prevail team. Matthew brings unmatched expertise in alternative investments, real estate strategies, and venture capital. Learn about his journey to becoming a CFA, his professional background, and what attracted him to Prevail's innovative approach to wealth-building.
Key Highlights:
• Matthew's path to earning the prestigious CFA designation.
• Insights into alternative investments, including real estate and venture capital.
• Why Matthew chose Prevail for its innovative and client-focused strategies.
• A glimpse into Matthew's personal life and hobbies.
At Prevail, we're redefining wealth management with a focus on non-correlated assets, diversification, and innovation. Welcome Matthew to the team and learn how his expertise will help our clients achieve financial freedom!
📢 Subscribe for more insights on wealth-building strategies!
Learn more about our team of advisors today: prevailiws.com/contact/meetourteam/
#matthewburleigh #andrewstafford #prevailiws #CFA #charteredfinancialanalyst #newyearnewpossibilities #alternativeinvestments #financialgrowth
#teamprevail #wealthbuilding
Переглядів: 804

Відео

The Power of Non-Correlated Assets Event
Переглядів 1,1 тис.День тому
Are your savings tied up in the stock market? Learn how to diversify your portfolio with non-correlated assets at our first event of the year: The Power of Non-Correlated Assets. 📅 Date: February 6th, 2025 ⏰ Time: 4 PM 📍 Prevail Office: 4745 W 136th St, Leawood, KS 66224 Discover strategies to secure your financial future: • Portfolio diversification: Reduce reliance on market volatility. • Non...
Meet Grant Montgomery: Military Leader Turned Financial Expert | Welcome to Prevail!
Переглядів 1,9 тис.14 днів тому
We are thrilled to welcome Grant Montgomery to the Prevail team! With an impressive background in military service and financial planning, Grant brings unparalleled expertise and dedication to serving others. Watch as Andrew Stafford, Prevail’s President, introduces Grant and dives into his inspiring journey. Highlights in This Video: Military Leadership: • Served 21 years in the U.S. Army, spe...
3 Financial Wellness Tips for 2025: Build Your Roadmap to Success!
Переглядів 1,4 тис.21 день тому
🛠️ Start 2025 Strong! Welcome to the new year! As we dive into 2025, it’s time to think about more than just physical fitness. Let’s prioritize financial wellness and build a plan for success! Jesse Hernandez and Bryan Farwell share their top 3 tips for achieving financial health this year. 💡 What You’ll Learn in This Video: • Assess Your Financial Health: Take stock of where you are and where ...
Welcome Jesse Hernandez to the Prevail Team!
Переглядів 95121 день тому
In this video, we're thrilled to introduce Jesse Hernandez, our new Director of Retirement Strategies. Jesse brings over 30 years of experience in the 401(k) retirement industry, including roles at major financial institutions like American Century and Voya Financial. • Learn about Jesse's impressive background: Discover his journey from starting his career in customer service to becoming a reg...
What Is a Tax Strategy? | Tax Strategies for High-Income Individuals
Переглядів 4121 день тому
Learn how tax strategies can serve as the foundation of your financial plan, helping you reduce or eliminate taxes ethically and legally. 🔑 What You’ll Discover: • The difference between traditional and Roth IRAs. • Advanced tools like backdoor Roth contributions and cash value life insurance. • Benefits of a solid tax plan: • Avoid unexpected tax surprises. • Minimize future taxes and maximize...
The Power of Non-Correlated Assets
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Are all of your savings currently concentrated in the stock market? Does market volatility create uncertainty about your financial future? If you’ve considered diversifying your portfolio but are unsure where to begin, we invite you to join us on February 6th at 4 PM for an informative session on portfolio diversification through non-correlated assets. In this session, you’ll learn about invest...
Geopolitical Update event recap
Переглядів 1,4 тис.Місяць тому
Thank you to everyone who joined us for our Economic & Geopolitical Update event-it was a packed house! 🌍💼 Keith Prather shared timely insights on global finances and the current economic landscape, with a special focus on the United States. The fireside chat was truly one of the most exciting conversations of the year, sparking valuable discussions and forward-thinking strategies. As we prepar...
Meet McLean Kistner: Prevail’s New Manager of Private Investments
Переглядів 3,9 тис.Місяць тому
We’re thrilled to welcome McLean Kistner as the newest member of the Prevail team! 🎉 With a rich background in real estate and private investments, McLean brings expertise and energy to his role as Manager of Private Investments. In this video, hear from McLean and Prevail's President, Andrew Stafford, as they discuss what makes Prevail the perfect fit for McLean's next chapter. Learn about McL...
Meet Jay Haffley: A Family-Oriented Visionary Building Success at Prevail
Переглядів 3,4 тис.Місяць тому
Get to know Jay Haffley, one of the newest members of the Prevail team! With a passion for family and a commitment to making a meaningful impact, Jay brings a wealth of experience and a heart for helping others succeed. In this video, Andrew Stafford, President of Prevail, sits down with Jay to explore his journey, his dedication to his family, and his vision for the future. Discover how Prevai...
Why Andrew Miskimon Chose Prevail: A Team That Feels Like Family
Переглядів 446Місяць тому
Discover why Andrew Miskimon, a financial advisor with a year of industry experience, chose to join the Prevail team. From his early career insights to what makes Prevail stand out, Andrew shares his journey and passion for financial services. 📌 Key Takeaways: • Andrew's background in financial advising • Why Prevail feels like a family • What drew him to this unique opportunity Looking to elev...
Meet James Meyer: From Banking to Building Significance at Prevail
Переглядів 508Місяць тому
Join us in welcoming James Meyer to the Prevail team! As a former banker, James valued the relationships he built and sought a way to take that connection to the next level. At Prevail, he found the perfect alignment with our core values and an opportunity to assist his network in achieving their financial goals. Discover how James is transitioning from banking to building a business of signifi...
Rethinking Investment Philosophy
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Explore a groundbreaking approach to wealth creation with Prevail Strategies! Discover how our innovative investment philosophy redefines traditional money management, harnessing volatility as an asset class while integrating non-correlated assets for passive income. Are you ready to take control of your financial future? Contact our Prevail team of advisors today! Website: prevailiws.com/conta...
Meet Wade Kotarba: The Newest Addition to the Prevail Family!
Переглядів 7802 місяці тому
Join us in welcoming Wade Kotarba, our latest advisor at Prevail! With a rich background in medical device sales, a passion for helping people, and even a poker-playing edge, Wade brings a unique perspective to our team. Discover how his strategic mind, honed through years of experience, aligns with our mission to create impactful wealth strategies for our clients. Wade’s story is a testament t...
Creating Wealth with Private Real Estate - Event Recap
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Thank you for joining us at the Wealth Creation with Real Estate event! We loved having you there and hope you left inspired by the opportunities ahead. Ready to take the next step? Reach out to explore how real estate can elevate your financial future-let’s turn these insights into action! Learn more: prevailiws.com/real-estate-strategies/ Contact us today: riseabove@prevailiws.com | (913) 295...
Should I Choose a Different Target Date Fund? | Prevail Answers
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Should I Choose a Different Target Date Fund? | Prevail Answers
Left Your Employer? The 4 Options for your 401(k) | Prevail Answers
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Left Your Employer? The 4 Options for your 401(k) | Prevail Answers
Interest Rates Explained: What Every Investor Needs to Know!
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Interest Rates Explained: What Every Investor Needs to Know!
How AI is Revolutionizing Industries: Investment Opportunities for Forward-Thinking Investors
Переглядів 1,7 тис.3 місяці тому
How AI is Revolutionizing Industries: Investment Opportunities for Forward-Thinking Investors
Navigating Financial Impacts Amidst Hurricane Recovery: Insights from Prevail's Leadership
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Navigating Financial Impacts Amidst Hurricane Recovery: Insights from Prevail's Leadership
Corporate Capital Strategy Prevail Innovative Wealth Strategies
Переглядів 1,7 тис.3 місяці тому
Corporate Capital Strategy Prevail Innovative Wealth Strategies
Prevail Together Fourth Annual Charity Golf Tournament
Переглядів 1,6 тис.3 місяці тому
Prevail Together Fourth Annual Charity Golf Tournament
Welcome Dylan Sales to the Prevail Team: A New Chapter of Excellence!
Переглядів 5934 місяці тому
Welcome Dylan Sales to the Prevail Team: A New Chapter of Excellence!
The Impact of Interest Rates on the Economy and Markets: What You Need To Know
Переглядів 5144 місяці тому
The Impact of Interest Rates on the Economy and Markets: What You Need To Know
Power Struggles: The Trump-Harris Debate and the Future of Energy Markets
Переглядів 654 місяці тому
Power Struggles: The Trump-Harris Debate and the Future of Energy Markets
The first 100 days at Prevail-Episode 2: George Cater
Переглядів 4534 місяці тому
The first 100 days at Prevail-Episode 2: George Cater
The first 100 days at Prevail-Episode 1: Maddie Parker-CERTIFIED FINANCIAL PLANNER™
Переглядів 7054 місяці тому
The first 100 days at Prevail-Episode 1: Maddie Parker-CERTIFIED FINANCIAL PLANNER™
PREVAIL
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PREVAIL
What is a Life Insurance Retirement Plan (LIRP)?
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What is a Life Insurance Retirement Plan (LIRP)?
What are The Pros of a Life Insurance Retirement Plan (LIRP)?
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What are The Pros of a Life Insurance Retirement Plan (LIRP)?

КОМЕНТАРІ

  • @QuinzyRubio
    @QuinzyRubio 24 дні тому

    Hola❤😂🎉

  • @evelinchloemartinezalfonso5874
    @evelinchloemartinezalfonso5874 3 місяці тому

    Hola

  • @TheTeaserking
    @TheTeaserking 6 місяців тому

    Lol usd is done no value. Who are these idiots

  • @TheTeaserking
    @TheTeaserking 6 місяців тому

    Gold the savior

  • @tsubadaikhan6332
    @tsubadaikhan6332 6 місяців тому

    It's amazing to me neither Political Party in America takes the Debt seriously. Here in Australia it's a considerable issue.

  • @joaquinfranco3045
    @joaquinfranco3045 7 місяців тому

    Les agradezco la voluntad de excibir y comentar sobre este hermozo y elegante Deporte,uno de mis favoritos.

  • @jordanfreeman8526
    @jordanfreeman8526 10 місяців тому

    Funny...i keep hearing people talk about a soft landing, like a LOT. Historically when a lot of economists talk about a soft landing it is almost immediately followed by a major crash. Also, the economy is only good if you were wealthy prior to biden, and not even all of them were safe.

  • @lilianamedina9596
    @lilianamedina9596 10 місяців тому

    ❤❤❤

  • @TracyMcConnell-n5s
    @TracyMcConnell-n5s Рік тому

    As a younger brother of an UP Syndrome. I applaud the great job of this entire group to help shed light on the greatness of an UP Syndrome person. Thank you Hudler’s and Prevail for shining a positive light on a group of people God sent to share a positive light. Cannot wait until next year. ❤❤❤❤

  • @NormaSanchez-d6h
    @NormaSanchez-d6h Рік тому

    Amen

  • @NormaSanchez-d6h
    @NormaSanchez-d6h Рік тому

    Amen

  • @trinitygraphics6303
    @trinitygraphics6303 Рік тому

    This is very informative. Great important information. #worktolive

  • @WillianYatacoJacobo
    @WillianYatacoJacobo Рік тому

    .

  • @herrefiestascarcamo8552
    @herrefiestascarcamo8552 Рік тому

    😊

  • @meditationmusicvideo55116

    great video

  • @meditationmusicvideo55116

    great video

  • @AdamDoran
    @AdamDoran Рік тому

    This is spot on. Having tax-free assets and income streams is so critical!

  • @jranderson110
    @jranderson110 4 роки тому

    Impressive.