Dynamic Wealth Advisors expands again on the West Coast, Affiliates with Alano Massi and Palm Capital Management
Phoenix, October 11, 2018 – Dynamic Wealth Advisors has added to its ever growing group of advisors. This time, in the Los Angeles area, with the addition of Alano Massi earlier this year.
Mr. Massi, Managing Director of Palm Capital Management, specializes in investment consulting, wealth management, financial planning and retirement planning for high net worth clients. “Alano’s experience, professionalism and keen understanding of HNW clients are a great fit for Dynamic Wealth,” said Jim Cannon, CEO of Dynamic Wealth Advisors. “Alano joins us with a tremendous background, network and skill set for serving the needs of his clients. He is an accomplished wealth advisor.”
Prior to founding Palm Capital Management and affiliating with Dynamic, Mr. Massi was Associate Vice President for another RIA. Before that, he spent six years as an analyst at an ultra-high net-worth private family office, boutique investment bank Lionfish Advisors, and Wells Fargo Capital Finance. “Dynamic Wealth Advisors’ comprehensive advisor service model and commitment to clients’ best interests firmly established it as the ideal place for my clients and I to prosper,” said Mr. Massi. “As an advisor, I maintain a close partnership with each of my clients. Having the ability to operate independently while leveraging Dynamic’s access to industry-leading investment resources and Wealth 360 technology platform was key to my decision. With the Dynamic team’s support, I can focus on my client relationships and goals.”
About Dynamic Wealth Advisors
Dynamic is recognized as a premier provider of essential resources to professional wealth management practices. Its turnkey practice platform includes asset management, and enables wealth advisors to save money and focus on clients while positioning themselves for success and growth. With myVirtualPractice, a suite of wealth management practice solutions, Dynamic hands the professional wealth advisor the keys to a comprehensive custom-built virtual office and practice complete with staff, back/middle office, accounting/billing, compliance and even a Virtual Assistant. The wealth advisor need only add clients and they are up and running instantly. For many breakaways and independent wealth advisors, being part of a nationwide community of like-minded professionals is one of the most valuable components of their affiliation with Dynamic.