A significant amount of my 25 years as a Wealth Advisor has been dedicated to learning as much as possible about investing and wealth management to prudently guide clients on their financial journeys. The most important lesson I have learned is that no one knows it all. That’s why I bring humility to every client relationship and a genuine interest in understanding people’s needs, concerns, and wishes. My colleagues and I will move mountains to help our clients achieve their objectives, but we always abide by the axiom, Do no harm. All the financial blowups and debacles I have studied and witnessed over the years were preceded by boasts of superior knowledge or unique insight, leaving too ma