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Moves

Daily Upside Founder Launches RIA with Former Mercer Advisor

By Alex Ortolani · WealthManagement.com ·

Image: WealthManagement.com

Patrick Trousdale and advisor John Freemire’s Briardale Wealth will target clients with $1 million to $7 million in net worth who are navigating a “thorny” investment landscape.

Summary as published by WealthManagement.com
Financial ADVSRRead our full story: Trousdale and Freemire launch Briardale Wealth for $1M–$7M clients →
Read the full story at WealthManagement.com →

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