Brandon Chapman, CFP CLU’s Post

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Principal @ SaaS Wealth Insurance | Certified Financial Planner

A lot of thought goes into what people invest in, but have you ever considered who holds the book of record for those investments? 🤔 Trust is placed in custodians to safeguard your wealth, and it’s crucial to apply just as much due diligence to this decision as you do to selecting your investments. 🔍💡 Think about the wealth lost through crypto wallets 🪙 or even private investments in recent years. The lesson? Choosing a reliable custodian is just as important as picking the right investment strategy. 💼🔒 #FinancialPlanning #WealthManagement #InvestorTips #CryptoSecurity #DueDiligence

Custodians Explained

Custodians Explained

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