Meet The RIA: MAI Capital

About this episode

Rick Buoncore discusses MAI Capital's evolving approach to wealth management and the importance of health in financial planning.

Rick Buoncore, Chairman and CEO of MAI, shares how the firm’s approach to wealth management has evolved to meet clients’ increasingly complex and holistic needs, extending well beyond traditional investment advice. He also explains how MAI’s belief that health underpins lasting wealth — and its commitment to being the best, not the biggest — shapes retirement planning, family support during major life events, and the firm’s long-term strategy.

People in this episode

Guest: Rick Buoncore

Topics covered

• wealth management
• retirement planning
• health and wealth
• client needs
• investment advice

Keywords

• wealth management
• MAI Capital
• Rick Buoncore
• retirement planning
• investment advice
• client needs
• holistic approach

Mentioned in this episode

Organizations: MAI Capital

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