PeachCap Featured In Forbes

PeachCap was featured in Forbes on August 23, 2017. The article, entitled “This Startup Is Using Emotional Intelligence To Define The Future Of Wealth Management,” covers PeachCap’s vision and family office model, our new book Wealth Kryptonite, and how we use avatars to help our clients and staff identify and understand their emotional intelligence.

In the article, David discusses PeachCap’s mission to integrate taxes and investments in one office and the process involved in creating our unique 3-Pillar approach, and what his vision of the future of the industry. He also talks about how he credits the 3 Pillar Approach as the backbone of the firm and discusses our proprietary Avatar Discovery Process and how beneficial it is for advisors to know their own Avatars and those of their clients. This knowledge of emotional and financial intelligence makes it possible for advisors to tailor advice to each client better than ever before.

Read the whole article here: Forbes