Meghan Railey 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:
- The Art vs. Science of Financial Advising
- Rebalancing Portfolios with Tax Efficiency in Mind
- Building Long-Term Client Value
- Ensuring Clients Stay Invested for the Long Haul
Connect with Meghan:
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