UNCONVENTIONAL STRATEGIES to achieve UNCOMMON WEALTH for Dentists featuring Jonathan Moffat

About:

Jonathan Moffat, the Founder of Aligned Advisors, joins Dr. Glenn Vo to discuss how Dentists can achieve Uncommon Wealth through Unconventional Strategies. We specifically dive into how alignment in the most critical parts of your life can lead to true wealth.

Jonathan came to the world of wealth management with a very personal history. From a young age, he saw his grandfather enjoy great business as a successful orthodontist, and later, lose virtually all of his wealth due to poorly coordinated advice. This experience sparked Jonathan’s passion for helping dentists avoid the same pitfalls he saw his grandfather make.

Aligned Advisors helps Dentists reach Uncommon Wealth through Unconventional strategies. The advisors here are investment agnostic. Rather than focusing on strategies that put money into our pockets, we focus on the strategies that will put money into yours.

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https://alignedadvisors.com/

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