This week, Zak is joined by Dave Frum, another advisor in the DWM office, to take you inside our last portfolio strategy meeting of the year.

Mind of a Millionaire

EP:068 - December Portfolio Review with Guest, Dave Frum

Zachary Bouck and Blair Braden, co-founders of Denver Wealth Management, aim to help understand the habits, routines, and choices of millionaires, so you may better address your financial goals. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Providence Capital Partners, Inc., a registered investment advisor. Providence Capital Partners, Inc. and Denver Wealth Management are separate entities from LPL Financial.

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Mind of a Millionaire