Why is investment consulting & wealth preservation crucial for entrepreneurs?

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Anthony Glomski (Author & Founder, AG Asset Advisory)

Anthony Glomski talks about how if successful entrepreneurs want to preserve their wealth in the next phase of their lives they need to consult with investment and wealth preservation specialists. He discusses some of the changes in mindset that need to occur with personal financial planning versus company financial design including the fact that it is important to not have money heavily concentrated in one area with personal finances.


About Author

Anthony Glomski

Author & Founder, AG Asset Advisory

Anthony Glomski author of 'Liquidity and You', and is also the principal and founder of AG Asset Advisory, an SEC-Registered Investment Advisory firm in Los Angeles. He works with a select group of successful business and tech entrepreneurs who are approaching a liquidity event to help them make smart decisions with their money.

Associated Organizations

Interviewed By

Vanessa Tyler

Vanessa Tyler

Sarder TV Journalist, and Emmy Award-Winning Journalist & Anchor

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