About the video we are sharing “5 STAGES OF WEALTH CREATION” – IN ENGLISH Check Where are you Standing? STAGE: 1 Financial STABILITY If you have …

Stacy Conkey discusses real estate investing as a means to prepare for retirement. Do not rely on social security, 401k, or savings while planning for your …

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Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management  Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment  markets.

Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.

Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney.

Key Points• Investing outside Wall Street
• Investing through your IRA
• Alternative asset classes – real estate, tax liens, raw land, and even livestock!
• How to unlock tax free income from retirement accounts


Your annual ISA allowance remains one of the simplest, most flexible and popular ways to invest for your future. In this video, Julie Wise, Head of Tax Year-End and ISA planning, outlines the important considerations for ISA holders in the run-up to the end of the tax year.

For tax year-end planning advice, speak to one of our financial advisers. Start your search now or contact your current adviser to discuss the opportunities that are available:


At Endowment Wealth Management, our mission is to provide wealth management services to families just like yours, that will sustain their Multi-Generational Family Wealth, Unity and Legacy. We truly believe that our clients personal financial goals can be achieved by using the Endowment Investment Philosophy which is followed by most major Universities, Endowments and Institutional Investors.

The Endowment Investment Philosophy differs from the historic two dimensional stock and bond portfolio because it combines investment allocations of Global Equities, Global Income and Risk Managed investments into a three dimensional portfolio. These combined globally diversified asset correlations historically have provided a better risk adjusted return, lower volatility and sustainable family wealth.

We are valued family wealth advisers to our clients because our experienced team of professionals collectively serve our clients as independent fee-based fiduciaries focused solely on protecting their important asset, their family! Call us today or visit our website to discuss your family’s specific wealth issues, planning for college, retirement, taxes, or sustaining your family wealth for future generations .
Visit our profile page to learn more!


Inheritance Tax (IHT) can be incredibly complex but very effective, and early planning can minimise its impact on your estate. In this video, Obi Nnochiri, Head of Technical Consultancy, discusses the valuable tax-saving allowances and opportunities that are available before 5 April.

For tax year-end planning advice, speak to one of our financial advisers. Start your search now or contact your current adviser to discuss the opportunities that are available:


10-Step Guide to Money Management: Retaining key executives is crucial for growing companies.

There is no shortcut to financial security for you and your family. And the route isn’t always easy. Uncertainty in the markets, about the economy, and government …

Premiere Retirement Planning and Wealth Management focuses primarily on helping people retire financially secure and for those who are already retired to …

Lady CPA discusses and explores the various life stages of preparing for the golden years, from now until retirement.