#84 The Art vs Science of Financial Advising w/ Meghan Railey, Founder & CFO, Optas Capital

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Meghan Railey (https://www.optascapital.com/) is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity. 

In this episode, Brian and Meghan discuss:

1. The Art vs. Science of Financial Advising

2. Rebalancing Portfolios with Tax Efficiency in Mind

3. Building Long-Term Client Value

4. Ensuring Clients Stay Invested for the Long Haul

LinkedIn: https://www.linkedin.com/in/meghan-railey-cfp%C2%AE-a7331772/ 

Company LinkedIn: https://www.linkedin.com/company/optascapital/ 

Twitter: https://x.com/meghanrailey 

Website: https://www.optascapital.com/ 

Article: https://womentowatchaward.com/?winners=meghan-railey 

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