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SAM White Square

Register for Our Upcoming Webinar:

From Business Success to Family Security: Insurance Planning with Purpose

Protect & Prosper: How Business Owners Can Leverage Insurance for Estate Planning

📅 Date: Wednesday, April 23rd
⏰ Time: 10 AM PT/ 1 PM ET

Join Stansberry Asset Management and Crescent Wealth Advisory:

✔  Maximize Your Legacy – Learn estate planning strategies to minimize taxes and ensure a smooth wealth transfer


✔ Optimize Your Retirement Strategy – Explore IRA distribution options, Roth conversions, and tax-efficient wealth planning.

✔  Protect & Grow Your Business – Uncover executive benefit strategies and buy-sell agreements to retain talent and mitigate risks.

Life Insurance as a Financial Tool – Learn how Long-Term Care riders, key man policies, and business-owned life insurance can protect your wealth.

 

 

 

 

Fill out the form to Register!

Meet the Hosts 

Ryan WM

Ryan Walker CFP®, CEPA

Senior Wealth Manager

Ryan Walker is a financial professional with a wealth of experience in guiding clients through complex financial landscapes. He began his career in the financial services industry during the bear market of 2008, helping investors navigate a challenging economic environment. Before joining SAM, he served as an Associate Financial Planner and spent approximately eight years with a large Registered Investment Advisor, where he played a key role in developing personalized financial strategies that helped clients achieve their financial and retirement goals.

Ryan graduated from Bridgewater State University with a bachelor’s degree in Operations Management, concentrating in Finance. As a CERTIFIED FINANCIAL PLANNER® (CFP®) professional and a Certified Exit Planning Advisor (CEPA), he is uniquely qualified to support business owners navigate their transition plans.

Originally from the Boston area, Ryan has called the West Coast home since 2013 and lives in SW Washington State. In his free time, he enjoys hiking in the gorge, boating along the Columbia River, and exploring diverse cuisines and cultures around the world.

 

Will Dudley image

Will Dudley

Affiliate Partner / Crescent Florida

As a Managing Partner for Pinpoint Wealth Partners and an affiliate partner of Crescent Wealth Management, Will has built his career around establishing trusted relationships with the clients and advisors he serves.

He actively works with both new and existing clients to identify proactive planning opportunities and create successful outcomes around their wealth. Will often partners with other advisors in the firm to expand what’s possible and network to learn from and partner with other experts in the field.

Watch Previous Webinars: 

Preparing for Life’s What-Ifs A Family Financial Conversation

What-If's: A Family Financial Conversation

Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? 

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Gold and Inheritance: What You Should Know

Explore the current gold market, as well as the best ways to pass gold onto the next generation.