Could a wealth adviser make you a stronger real estate investor?
Yes, according to Wendy Ross's guest Philippe Oertle. He’s the managing director of Catalina Capital Group. He has nearly two decades of wealth management expertise.
"I asked him on my show today because he specializes in developing and managing investment portfolios, as well as structuring lending, and trust and estate solutions," Wendy says.
Philippe presents the ins and outs of wealth advising and weighs in on the impact of inflation upon investors, home buyers and sellers. Plus, he shares his perspective on leveraging real estate for financial gain.