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Podcast: The Journey with Christian D Evans
Episode: How to Maximize Wealth Preservation with Effective Investment Strategies w/ Matthew Nielsen
Description: 🎁 Gift for All Podcast Listeners Below 👇 Matthew Nielsen is a co-founder of Kingswood Family Office, a division of Benchmark Investments. With over 3 years of experience at Benchmark Investments, Matthew specializes in financial and investment solutions for high net worth individuals. His expertise lies in tax mitigation and endowment-style asset allocation. Matthew has a Bachelor's degree in Finance from Lake Forest College. Prior to his current role, he served as Managing Director at Stonecrest Partners and Partner at Masters Private Client Group. Matthew is dedicated to providing top-notch services to his clients and partners, placing them at the forefront of his wo...