Month: October 2023

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Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)

Taking The Plunge To Build Generational Wealth — The Next Phase of Copper Beech with Chris Ruffino (Ep. 112)

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What if your financial advisor cared about the next three generations of your family?

In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning.

John, Michael, and Chris discuss:

  • The Copper Beech Approach: A holistic focus on all aspects of financial planning
  • What you should know about Copper Beech Next Gen and the company’s approach to extending its services to a broader demographic
  • How Copper Beech aims for long-term relationships to adjust and optimize their client’s financial strategies as their life evolves
  • How thoroughness and attention to detail sets the firm apart from other financial advisors
  • Ways the company plans to expand its holistic planning approach to families of all shapes and sizes, recognizing the universal need for such services
  • And more!

Connect with Chris Ruffino:

Connect with John and Michael Parise:

About Our Guest: 

Chris Ruffino brings over two decades of financial expertise and a personalized, holistic approach to financial planning. Chris values family, long-term client relationships, and educating clients for generational impact. Starting at Merrill Lynch in 2003, Chris honed his client-centric approach at Lockwood Advisors and Legg Mason, emphasizing aligned interests and disciplined investing. His insights promise valuable takeaways for anyone looking to improve their financial future.

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Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)

Wine Not Three-Peat? Bordeaux Unveiled with the Return of Tim O’Rourke (Ep. 111)

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Just as true wealth is more than money, the beauty of Bordeaux goes beyond the bottle. 

In this episode, John and Michael Parise welcome back guest Tim O’Rourke (for the third time!) to navigate the captivating world of Bordeaux wines. Listen in as they dive into the history, production, and unique characteristics that make Bordeaux wines stand out on the global stage.

John, Michael, and Tim discuss:

  • The Bordeaux region’s history and its incredible 7,000 wineries
  • The distinction between the left and right bank wines and their unique soil compositions
  • Factors that contribute to Bordeaux’s fame: sun exposure, soil, and climate
  • Differences between Bordeaux and Californian winemaking, focusing on drip farming
  • Exclusive wine-tasting experiences the team at Copper Beech offers to their clients
  • Recommendations for beginners looking to explore Bordeaux wines
  • And more!

Resources:

Connect with Tim O’Rourke:

Connect with John and Michael Parise:

About Our Guest:

Tim O’Rourke established FinServ Consulting & Recruiting with the mission to be an advocates for the retail investment services industry.

Tim is an industry expert in the recruiting arena, including regulatory compliance, the transition process, business structures, various related contracts, negotiating financial packages, and the evaluation of independent broker-dealers and investment advisory custodians. He was formerly Senior Vice President of FSC Securities Corporation in Atlanta, Georgia, and Raymond James Financial Services, Inc. in St. Petersburg, Florida, with prior retail sales experience for a total of over 27 years of industry experience.