Meet the RIA

Jacob Taurel, Managing Partner of Activest Wealth Management, shares the firm’s evolution, its purpose-driven approach to serving families, and ways the team helps clients navigate cross-border financial challenges while building lasting relationships across generations.

What is Meet the RIA?

Welcome to "Meet the RIA!" In this special podcast edition of the show, you'll hear about the biggest industry trends and get expert insights from some of the top registered investment advisors in the country.