Active investment management’s weekly magazine for fee-based advisors

Advisor Interviews
Profile story on an experienced financial advisor within the investment industry who uses active investment management and separately managed accounts. Advisors are “given a voice” to express their beliefs about practice philosophy, client service, investment strategies, and how they have differentiated their practice.

Helping clients achieve financial freedom

Jerry Wells • Rochester, NY Financial Freedom Group • SagePoint Financial, Inc. Read full biography below Proactive Advisor Magazine: Jerry, describe your overall philosophy in working with clients. I have been working in the financial-services industry...