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#45 Top 3 Things That Matter: Religion, Family, and Money

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Jeff Nauta (@nautajeff) is a partner at Henrickson Nauta Wealth Advisors and an RA that has been in business for over 16 years.

Jeff talks about how he got into the industry and his partnership with Douglas Henrickson.

In this episode, Brian Kasal And Jeff Nauta discuss:

  • Breaking Down the IRS Regulations on Exchange Funds
  • Why Alternatives May Be An Option for Your Investment Portfolio
  • The Benefits of Investing in Non-Correlating Asset Classes
  • The Importance of Taking Your Client’s Success Personally

Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

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FourStar Wealth Advisor LLC.

FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

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