Stewardship Over Showmanship: What Client First Actually Looks Like With Richard McWhorter

Many people require the services of a financial advisor because they do not know how to spend their money in the most responsible way. Paul Swaney is joined by Richard McWhorter, Managing Partner of SRM Private Wealth and a Private Wealth Advisor for high-net worth families and artists, to share how he is putting the client first to ensure their money priorities are properly considered. Richard explains how he acts as the ultimate “consigliere” for celebrities and pro-athletes to help them navigate impulse purchases, solve the so-called “Entourage problem,” and avoid putting their trust in the wrong individuals. Find out the beauty of putting responsible stewardship over senseless showmanship when it comes to securing your money and spending it right.

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