Q&A with Maggie Kulyk
Answering some common questions about what makes Chicory Wealth unique.
What does Financial Life Planning look like?
Who does Chicory Wealth work with?
Who exactly is managing my investments and my financial plan?
What is unique about the advisor/client relationship at Chicory?
What type of information do you gather during the client onboarding stage?
How do you decide which portfolio companies are “values aligned?”
