Wealth Strategies Unleashed
Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management.Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Wealth Strategies Unleashed
Wall Street Legend on Preparing for 2025 Markets (ft. Mary Ann Bartels)
This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. She'll provide insights into the secular bull market, sector opportunities, and potential challenges ahead.
Frequently seen on MSNBC, Bloomberg & Fox Business, Mary Ann Bartels has spent over 40 years on Wall Street, earning acclaim for her research and portfolio strategies in equities, bonds, commodities, and ETFs. She served in senior executive roles at Merrill Lynch and Bank of America, received numerous industry accolades — including Institutional Investor All-American honors—and held portfolio management positions at leading investment firms. More recently, she shifted her focus to the cutting-edge worlds of DeFi, cryptocurrency, NFTs, and the Metaverse, while also serving on multiple advisory boards. A frequent media commentator and Fordham graduate, Mary Ann continues to drive investment thought leadership through her strategic insights and innovative expertise.
Mary Ann's LinkedIn: https://www.linkedin.com/in/mary-ann-bartels-632577225/
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