Kirk Chisholm - Innovative Wealth episode artwork

EPISODE · May 3, 2023 · 53 MIN

Kirk Chisholm - Innovative Wealth

from Shed Geek Podcast · host Shed Geek Podcast

Send us Fan Mail On this episode of the Shed Geek Podcast Shannon speaks Kirk Chisholm at Innovative Advisory Group.  Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations since 1999. Kirk is dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and his ability to provide clear, easy to understand explanations of all financial options.Prior to integrating with Innovative Advisory Group in 2008, Kirk founded Stirling Global Advisors, LLC in 2005, a full-service private wealth management firm. Kirk has also held wealth management roles at both UBS PaineWebber and Smith Barney. Also, find out how the podcast can be heard throughout the plain communities by dialing the number 330-997-3055. If the number is busy, just dial again! For more information or to know more about the Shed Geek Podcast visit us at our website.Follow us on Twitter, Instagram, Facebook, or YouTube at the handle @shedgeekpodcast.To be a guest on the Shed Geek Podcast visit our website and fill out the "Contact Us" form.To suggest show topics or ask questions you want answered email us at [email protected] episodes Sponsors:Studio Sponsor: Union Grove LumberMini Barn Audio: Joey PivotliftHigh Barn Audio: My ShedHigh Barn Audio: Backyard FinanceMini Barn Audio: RTO NationalMini Barn Video: Troyers Websites of TexasHigh Barn Video: Backyard FinanceHigh Barn Video: RTO National

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Send us Fan Mail On this episode of the Shed Geek Podcast Shannon speaks Kirk Chisholm at Innovative Advisory Group. Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. Kirk has been providing ...

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Kirk Chisholm - Innovative Wealth

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