Wealth planning is the process of creating a strategy to manage and grow one's financial assets to meet long-term financial goals. It involves analyzing the current financial status, setting financial goals, creating a budget, and making investment decisions. Wealth planning can also include estate planning, tax planning, and insurance planning. The goal of wealth planning is to ensure financial stability and security in the present and future. Find The Best Place For Your Wealth Planning Today only at Complete Circle Capital. Visit now!

The Best Place For Your Wealth Planning Today - Complete Circle Capital

Given the significant movements in the interest rate environment over the past year or so, it’s important to review your insurance policies to make sure they are still meeting your needs. Adam Clough, CFP®, CLU, TEP, is Director of Insurance Planning at Bridge Life LLC, a life insurance specialty firm, and a long-time friend of the firm who has helped many clients review their insurance policies. In this Ask the Expert podcast, he joins Senior Wealth Strategist Glen Goland, JD, CFP® to talk about reviewing your insurance policies – what you should look for and what options you might consider.

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Ask the Expert Podcast: Insurance Review with Adam Clough, CFP, CLU, TEP

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – announces the launch of Bridgeford Global, the newest addition to the Bridgeford family of companies. 
Operating as the worldwide planning entity within our family of companies, Bridgeford Global is poised to meet the evolving needs of international families and their advisors with innovative solutions and unmatched expertise. 

David also introduces Mariano Marco, Global Managing Director of Bridgeford Global, who will spearhead planning and business development initiatives in the international space, particularly Latin America, promoting Bridgeford Trust Company’s expansive fiduciary planning and structuring capabilities.

Listen in as David and Mariano discuss how Bridgeford Trust Company and Bridgeford Global are perfectly positioned to serve families globally as an international fiduciary provider that is big enough to matter, but small enough to care.

Episode 39 - Bridgeford Global with David Warren and Mariano Marco

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Tom Rogerson – President & CEO of GenLegCo. Inc. – a recognized leader in family governance. Tom shares how his approach to wealth planning emphasizes preparing families for wealth, rather than just preparing wealth for families, offering guidance on navigating financial responsibilities and ultimately protecting families of wealth from themselves.

As you listen, you’ll hear Tom discuss his “7 Steps to Healthy Family Governance”, a process designed to educate families, foster communication and leadership, and create a long-term vision for their legacy. He also emphasizes the importance of independent trust companies with strong jurisdictional advantages, like South Dakota, to ensure legacy plans remain intact for generations. This long-term approach is why Bridgeford remains fiercely independent, helping families turn estate plans into lasting legacy plans that reflect their shared values and vision.

The conversation explores Tom’s personal journey into this work, and he explains why parents may have the right message but aren’t always the right messenger—and how bringing in a third-party expert who provides objectivity, experience, and knowledge can make all the difference. 


Episode 47 – Turning Estate Plans into Legacy Plans with Tom Rogerson

In this episode, Kamal Lidder shares smart and simple investment tips for young adults. Learn how to start small, stay consistent, and build a strong financial future. Whether you're saving for a home or planning for retirement, Kamal’s advice will help you make better money decisions early on.

Kamal Lidder Talks Investment Plans for Young Adults

KICK Advisory Services stands out among the best financial advisory firms by delivering expert-driven, client-focused solutions. From investment strategy and corporate finance to mergers and acquisitions, our team offers tailored advice that empowers clients to make smart, future-ready financial decisions.

Visit us:- https://www.kickadvisory.com/

One of the Best Financial Advisory Firms in Mauritius

In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with Heath Goldman – President/CEO of ICON Wealth and Legacy Partners – for a conversation on how insurance planning is evolving in today’s chaotic world.

From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore.

As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world, particularly in South Dakota, where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.

Episode 51 – PPLI, Crypto, and the Next Era of Wealth Planning with Heath Goldman

Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared vision and cultural alignment.

In this episode of the RIA Edge Podcast, host David Armstrong chats with Jason Hester and John Hoffman, co-CEOs of Balefire Wealth—a new RIA formed from the merger of their two firms. They discuss combining their complementary businesses—one serving ultra-high-net-worth clients, the other focused on mass affluent and corporate retirement plans—to build an integrated wealth management platform. The conversation covers their collaborative leadership approach, focus on client and advisor growth, and plans to accelerate expansion in 2026.

They discuss:

- Why it took two years to merge their firms, yet only “32 seconds” to decide on co-CEO roles—and how they make the partnership work.
- How they built a team-based model serving clients from mass affluent to UHNW, with a unique planning process, client segmentation, and evolving family wealth services.
- How they launched with 16 advisor-owners, offering a path to ownership and no outside capital.
- Why they believe hybrid advisors focused beyond AUM will define the future and strengthen client relationships.
- Their 2026 plan to shift from recruiting to M&A growth, and how they view partnering with “smart money” investors.
- How their retirement plan business positions the firm as an HR partner helping companies tackle talent and retention challenges.

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:

WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagement.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With Balefire Wealth:

Website: Balefire Wealth - https://balefirewealth.com/ 
LinkedIn: Balefire Wealth - https://www.linkedin.com/company/balefire-wealth/ 
LinkedIn: Jason Hester - https://www.linkedin.com/in/jhesterbalefire/ 

About Jason Hester:

As Managing Partner and Co-CEO of Balefire Wealth, Jason Hester leads the firm’s strategic vision and oversees its multi-division growth across a national footprint. With 25 years of experience in organic growth, strategic leadership, and private wealth frameworks, he guides the development of holistic planning solutions for affluent families and corporate clients. Jason is deeply involved in capital strategy, advisor acquisition, post-merger integration, and platform optimization, while mentoring leadership and cultivating a culture of clarity, accountability, and innovation. He works closely with the Executive and Organic Growth Teams to ensure Balefire continues to set a new standard for enterprise advisory firms.

About John Hoffman:

For 20 years at Principal Financial, he excelled as an Advisor, Managing Director, and ultimately Regional Managing Director—roles where he shaped strategy, developed high-performing teams, and attracted top talent. Now, as Managing Partner of Balefire, John is responsible for the firm’s inorganic growth and has built a “one-team” culture in an industry that often operates in silos. He has created team-based values aligned with a bold new vision, ensuring talent thrives in an authentic and collaborative environment. His leadership centers on finding the right team players, creating alignment, and scaling the organization as a unified company.

RIA Edge Podcast: The Balefire Wealth Journey with Jason Hester and John Hoffman

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with Moe Soleiman – Private Client Advisor at Henley & Partners – the global leader in residence and citizenship planning for internationally mobile entrepreneurs and families. 

Against a backdrop of geopolitical uncertainty, shifting perceptions of the United States, and growing concern about asset protection, Moe explains how residency by investment (RBI) and citizenship by investment (CBI) programs work in practice and why more high-net-worth families are seeking a “Plan B.” The conversation explores options across Europe, New Zealand, the Caribbean, and other key jurisdictions, covering golden visas, contribution versus investment routes, and global talent programs for highly accomplished individuals.

David and Moe also discuss how second residency and citizenship strategies can complement U.S. trust planning, including structures administered in South Dakota, to enhance diversification, global mobility, and optionality for families of wealth. They touch on timing, jurisdiction selection, and coordinated cross-border planning to help families preserve flexibility across generations.

Episode 52 – Plan B Citizenship: Residency by Investment, Global Mobility, and Cross-Border Planning with Moe Soleiman

Complete Circle Capital Private Limited, our boutique financial and wealth management firm founded in October 2015. A combined experience of over 50 years, our core management team is represented by experienced individuals with exposure to Asset management, Retail & Private banking, Financial planning and Research. Organizations represented include Citibank, Reliance Asset Management, Axis Asset Management, Motilal Oswal Asset Management and HDFC Private Banking.

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

KICK Advisory Services (“KICK’’) was founded in July 2020 by a team with an aggressive passion to drive corporate finance solutions in an era of unprecedented changes and volatility. At a time where businesses are faced with severe uncertainties, cash flow issues and are struggling to understand the dynamics of the changing world, we at KICK believe that sailing through the changing winds with a clear guide and focus will smoothen your business journey while giving you the cutting edge in competition to thrive in the new normal.

Founded in 1991, Arnerich Massena is a Portland, Oregon independent, employee-owned investment advisory firm servicing wealth management clients and endowments & foundations, providing portfolio management, investment advisory services, and family office services. Focused on client service and investing in change, Arnerich Massena creates portfolios that reflect top-tier research and collaborative expertise cultivated over 30 years. The firm is different by design, bringing innovation and a forward-looking approach to investment research and portfolio construction. Arnerich Massena has been a pioneer in the investment industry with alternative strategies, global portfolios, and private markets expertise.

Arnerich Massena is dedicated to seeking opportunities that resonate with clients’ values, objectives, and the outcomes they seek. The firm strives to exemplify both corporate citizenship and professional service, and has received awards for its innovations in corporate philanthropy.

Arnerich Massena’s mission is to build lasting legacies in service of a greater good. More information at www.arnerichmassena.com.

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