Watch a recent episode of Asset TV’s Meet the RIA where Drew shares about the firm’s journey to becoming a Barron’s Top 100 RIA over the past four decades.
He also explains the firm’s tagline, “A Decidedly Human Approach to Managing Wealth,” and what he thinks families should be focused on right now to make smart decisions about their wealth.
This presentation is intended for educational and informational purposes only. Nothing herein should be construed as investment advice or a solicitation to invest in any security. Ballentine Partners’ employee was a guest for this podcast/interview and was not compensated for their time and did not pay for the interview.