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Insights - Maximizing Your business Sale_ Strategies for Success Webinar

Maximizing Your Business Sale: Strategies for Success [Webinar Replay]

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Maximizing Your business Sale_ Strategies for Success Webinar Rhame & Gorrell Wealth Management The Woodlands Sunbelt Busioness Brokers

Need Some Help?

If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.

Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.

Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.

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  • Cydney Nash CFP

    Wealth Manager
    Cydney takes great pride in her work with high-net-worth individuals and families, helping them navigate the constantly evolving legal and financial landscape. She excels at analyzing intricate client situations and developing investment strategies that align with their goals, always prioritizing her clients’ needs.

    With 8 years of industry experience, Cydney came to our firm from another Independent Registered Investment Advisor (RIA) where she also played a key role in their Investment Committee, managing dynamic portfolios and asset allocations. She started her career in the Oil and Gas sector as a cost controller for a multinational corporation while pursuing her Bachelor’s Honors Degree in Accounting and Finance. Her dedication and hard work paid off as she graduated with First Class Honors from the University of Bradford, receiving an Outstanding Academic Achievement Award from her European College. Cydney also brings her international experience, gained while working abroad with a Big 4 Accounting Firm, which has expanded her perspective and enables her to assist clients in navigating the complexities, challenges, and opportunities in their financial lives.

    Cydney is a registered state Investment Advisor Representative and holds a Series 65 license. She has successfully completed Level 1 of the Chartered Financial Analyst (CFA) designation.

IMPORTANT DISCLOSURES:

Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.

Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction.  The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.

For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
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