In 2016, tech entrepreneur Anthony Zhang dived headfirst into a swimming pool, paralyzing him from the neck down. Now, he’s democratizing fine-wine investing for advisors and their clients.
The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor.
Wealthstream's Michael Goodman discusses the keys to building a successful and consistently growing RIA.
