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A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
May 04, 2023In this episode of The Active Advisor podcast, hosts Bryan Moore and JR Shields, CETF, of Harbor Capital are joined by Taylor Nissi, CFP®, CTLC®, Partner at Pleasant Street Wealth Advisors, a family-owned financial planning and wealth management company. The conversation cuts across multiple financial and wealth management touchpoints.