Openly Outspoken

EP33 - "Risky" asset classes, lowering taxes and building trust. Featuring: Jimmy Lee

March 05, 2021 Jeremy Adams
Openly Outspoken
EP33 - "Risky" asset classes, lowering taxes and building trust. Featuring: Jimmy Lee
Show Notes

This week on Openly Outspoken I caught up with Jimmy Lee, founder and CEO of The Wealth Consulting Group. We talked about cryptocurrency, advice for young investors, financial diversification, the benefits of being authentic in business and more!

About Jimmy Lee:

Husband, father, son, brother, uncle. Founder and CEO of The Wealth Consulting Group (WCG), a national wealth management firm with offices throughout the US. Currently, the firm has approx. $3.8 billion of assets under advisement for its clients.

Jimmy began his career in financial advice in 1995 after graduating from college. He has been self employed ever since. WCG was recognized as the 5th fastest growing registered investment advisory firm in 2016 by the Financial Advisor publication and was awarded for Excellence in Diversity and Inclusion by Investment News in 2018. Jimmy has been profiled in the Wall St. Journal and is quoted by many other financial publications. He also appears on CNBC, Fox Business, TD Ameritrade and Yahoo Finance to discuss the markets and the financial industry.

Jimmy's goals are to continuously learn, get better, and to make a difference in as many lives as he can.

Reach out to Jimmy: 

jimmy@wealthcg.com 

Openly Outspoken with Jeremy Adams is a podcast for authentic discussions on current events, business, politics, science, and more with some of the world’s best and brightest thought leaders. Jeremy’s primary inspiration to start the podcast was to be able to have meaningful conversations with people whose viewpoints he may or may not agree with. One of the greatest things about current civilization is the fact we are so different and have so many different perspectives. With a focus on growth and learning, rather than just being right, the world will be a much better place.


New episodes are available every Friday on Facebook, YouTube and your favorite podcast player at 11AM EST/8AM PST.

To subscribe to the show on your favorite podcast player, visit: http://openlyoutspoken.com

To subscribe and watch full episodes on Youtube, visit: https://www.youtube.com/channel/UCeV_4fKex4yOwO8fh_EMP4g

To learn more about Jeremy Adams, visit: http://jeremycadams.com

And to connect with Jeremy on social media, please see the links below:

Instagram: https://www.instagram.com/mrjeremycadams/

Facebook: https://www.facebook.com/mrjeremycadams

Twitter: https://twitter.com/mrjeremycadams

LinkedIn: https://www.linkedin.com/in/mrjeremycadams/