Breaking Away to Seize New Opportunities, Elevate Service, and Own Your Future

In this episode of “PWS on the Fly,’ the father-son duo Dave and KC Johnston of White Cap Wealth Management join Rob Bartenstein and Scott Wilson to discuss their evolution from wirehouse advisors to entrepreneurs and how that evolution has enhanced their lives and the value they deliver to their clients. Together, Dave and KC highlight the advantages and new opportunities that come with independence, such as owning your office building, expanding via tuck-ins, leveraging a diverse arsenal of tools and technology to make their jobs easier, and building a valuable family business that will last generations.