In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.
Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform. Cobi was driven to create the platform from personal experiences that he encountered when family members were struggling to navigate the complexities of Medicare.
Wealthspire Advisors has partnered with Chapter to offer comprehensive medicare guidance for clients approaching retirement. Chapter's licensed Medicare Advisors work to find healthcare savings and identify comprehensive benefits for Wealthspire clients. Wealthspire and Chapter are not affiliated companies. Neither Wealthspire Advisors nor Chapter received direct or indirect compensation from the other party for their involvement in the production of this podcast episode, and such involvement should not be construed as a current or past endorsement of Chapter by Wealthspire Advisors.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
In our second season, we’re highlighting the people behind the innovative ideas and concepts that continue to level up our industry through elevating the client experience.
Episode 4 features Cobi Blumenfeld-Gantz, the co-Founder and CEO of Chapter, a technology-enabled Medicare and retirement navigation platform. Cobi was driven to create the platform from personal experiences that he encountered when family members were struggling to navigate the complexities of Medicare.
Wealthspire Advisors has partnered with Chapter to offer comprehensive medicare guidance for clients approaching retirement. Chapter's licensed Medicare Advisors work to find healthcare savings and identify comprehensive benefits for Wealthspire clients. Wealthspire and Chapter are not affiliated companies. Neither Wealthspire Advisors nor Chapter received direct or indirect compensation from the other party for their involvement in the production of this podcast episode, and such involvement should not be construed as a current or past endorsement of Chapter by Wealthspire Advisors.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.