Recently, TFO Wealth Partners President Brady Fineske visited with Dimensional Fund Advisor’s Catherine Williams on the “Managing Your Practice” Podcast. Brady offered his insights and experience for the advisor community on the important connection between health and wealth, and touched on a few of the TFO tools we’ve built to ‘be more’ and make meaningful impact for our client families. Listen to the podcast below.

Advisory services provided by TFO Wealth Partners. This Article is being provided for informational purposes only, does not constitute investment advice. TFO Wealth Partners, LLC does not provide any guarantee, express or implied, that the information presented is accurate or timely, and does not contain inadvertent technical or factual inaccuracies.
339aWP – 2025.02
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