Dynasty Financial Partners’ Post

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2mo Edited

We are pleased to have hosted Jim Martin and Ted Brooks from our Network Partner Firm, Nordwand Capital, at our headquarters in St. Pete last week. Our Q3 onsite was a fantastic opportunity to dive into productive discussions, align on projects, and set priorities for the remainder of 2024. We are all excited to build on these insights and head into the new year with renewed focus and collaboration. Here's to a successful second half of the year ahead - together! Our advisors are independent but not alone. Nordwand Capital is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning

2 Comments

Shirl Penney

President, Chief Executive Officer at Dynasty Financial Partners

2mo

Nothing like #timewithclients! Going to be a busy fall and winter in beautiful #StPeteFL! 😎

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Brian Moran, CIMA

2mo

Love seeing the CSFB gang getting together! Congrats Ted and Jim!

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