News & Insights

Business owners are concerned with family succession; exit planning, early retirement inspired by the pandemic, employee welfare and connecting with like-minded businesses. Advisors say business owners need help in correctly valuing their business, and, that their ideal financial advisor is a trusted wealth manager who also helps them with life’s other pressing matters.

Rising interest rates have transformed the US real estate market in a matter of months, sometimes in unexpected ways. Four experts offer timely ideas on where — and whether — to invest in this messy market.

Cyndeo Wealth Partners announced today that Richard Thomas Havard and Michael Scott Crouch will be joining the firm as Vice Presidents. They are accompanied by Arlene Alexander, Senior Client Relationship Manager. They will all operate remotely and report in to Cyndeo’s headquarters in St. Petersburg, Florida.

Vice President of CW Boss, Adam Hess, was recently featured in a Financial Advisor IQ article titled “Athletes Turned Advisors: Different Arena, Same Skills”. The article focuses on how professional athletes utilize skills like teamwork and perseverance that transfer well into the finance industry as advisors.

Featured in Barron’s, our CEO, Matt Kilgroe, shares his insights on the 6 Things to Know to Grow Your RIA Successfully.

Adam Hess shares his insights on the new SE-AWMA certification and how financial advisors and other wealth management professionals aiming to work with athlete and entertainer clients or deepen their expertise with the niche can now study for the new certification.

Advisors and clients alike head to second homes, leading to a mix of in-person and virtual meetings.

We talk to a professional psychologist, who has worked in areas such as sports, who is now helping a wealth management firm in Florida to build a resilient, empathetic and effective group of advisors.

From Athlete To Entrepreneur: Adam Hess of Cyndeo Wealth Partners On The 5 Work Ethic Lessons We Can Learn From Athletes

Adam Hess, Vice President at CW Boss, discusses what it was like to close out his career as a pro basketball player in the EuroLeague, and finding success as a financial advisor to help other pros going through the same transition.