Our Team Featured in Fortune, Entrepreneur, Bloomberg Businessweek, & Time
We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
SRP did it again! Forbes Top Next-Gen Wealth Advisors for 2022
Gabe Lapito has been named to Forbes Top Next-Gen Wealth Advisors for 2022. This is the 6th consecutive year to receive this honor. The list was published on 8/3/2022. 2022 Forbes Top Next-Gen Wealth Advisors, created by SHOOK Research. Presented in Aug 2022 based on...
How Did We End Up in A Bear Market, And What Comes Next?
Presented by Gabe Lapito, CFP® and Ryan Gomendi, CFP® As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20...
Times are Turbulent, Markets are Volatile: What Should Investors Be Worried About?
This article was written by a colleague of ours, Christopher Rivers, and we felt was timely and helpful in these times. A Real Cool Hand My favorite movie for many years was the 1967 Paul Newman classic Cool Hand Luke.* It’s a fairly straightforward tale of...
Ryan Earns New Kingdom Advisors Certification
We would like to congratulate Ryan on his new Kingdom Advisors Certification! Kingdom Advisors puts an emphasis on “a different perspective” that leads clients towards financial stewardship. Ryan will go more in-depth on what it means to choose a wise...Ready to Get Acquainted?
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