Risk management is a critical element of wealth management, and that same element carries over into our own Bobby Dalzell’s other job each Memorial Day weekend […]
What is a Family Office? On March 13, 2020, Kevin Alerding, Indie Asset Partners’ Director, Family Office, was interviewed on the podcast, Defenders of Business Value to answer […]
Indie Asset Partners is pleased to announce the addition of new team member Robert J. Dalzell. Bobby is a Certified Wealth Strategist ®, and is joining […]
When I started practicing law in 1995, the federal estate tax exemption amount was $600,000. That was the amount of property that a person could pass […]