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Episode 4: The Power of Knowing Yourself When Navigating Financial Decisions Thumbnail

Episode 4: The Power of Knowing Yourself When Navigating Financial Decisions

Wealth Harmony with April Turch, Episode 04

In this episode of Wealth Harmony, April Turch speaks with Charles Verruggio. Charles is part of the ownership group at Wolf Group Capital Advisors and oversees the firm’s investment division. He also serves as a senior advisor to over 60 clients. He assists clients with constructing efficient portfolios while also advising them on financial planning matters and always keeping an eye on empowering them to live a fulfilling life. An avid reader, Charles enjoys reading behavioral finance books and has always been interested in simplifying the academic nature of wealth management through providing advice that allows clients to best apply his expertise through real-world application. He has more than 15 years of industry experience and holds an MBA degree from Carnegie Mellon University and a Bachelor's degree in Psychology and Business from the University of Pittsburgh.  

Tune in to the episode to hear about:

* Simplifying that academic aspect of wealth management — Charles explains how he views his role as providing advice that allows clients to apply to simplify things that can be applied in the real world

* The importance of knowing yourself in financial planning — often underappreciated when developing a financial plan, Charles explains how identifying client’s goals and motivations will lead to better decision-making on the road to achieving those goals

* Stress testing your beliefs — Charles shares how we should find joy in discovering that an idea or belief of ours is wrong  

* The power of setting intentions — intentions help us improve outcomes; much of Charles’ job is helping his clients set realistic goals and intentions and holding them accountable to adhere to them

* WGCA’s five core values — client commitment, collaboration, integrity, curiosity, and excellence — and why curiosity is Charles’ favorite

Further resources:  

* The Power of Conscious Connection by Talia Fox

Learn more about Charles Verruggio:

* Connect with Charles on LinkedIn: https://www.linkedin.com/in/charles-verruggio-a476975/

* Follow Wolf Group on LinkedIn: https://www.linkedin.com/company/wolfgroupcapitaladvisors/

* Visit Wolf Group’s website: https://wolfgroupcapital.com/


About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.  

Watch more episodes of Wealth Harmony:

YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D?si=ku56CGqoTeaVt38FDeWD7Q

Amazon: https://music.amazon.com/podcasts/09eb7f3e-8d82-462d-84b5-4eb2d86bfb47/wealth-harmony

Website: https://wolfgroupcapital.com/podcast-wealth-harmony

Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com/

* LinkedIn: https://www.linkedin.com/in/aprilturch/ 

* Email: aturch@wolfgroupcapital.com

DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.