Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.

In this episode, we sit down with Dale Shafer of Life Moves Wealth Management. Dale shares his path into wealth management and the story behind Life Moves, offering insight into how the firm helps clients navigate financial decisions through the lens of life’s biggest transitions.

The conversation explores how Life Moves Wealth Management differentiates itself through a relationship-driven and planning-centered approach, with an emphasis on aligning investment strategies with each client’s evolving goals and priorities. Dale discusses the importance of understanding not only a client’s financial picture, but also the personal circumstances and life events that shape long-term decision making.

We also discuss portfolio construction in today’s increasingly complex environment and the growing role of private markets in helping investors pursue income, diversification, and long-term outcomes. From navigating major life transitions to implementing thoughtful investment strategies, this episode provides a look into how advisors are creating more personalized experiences for clients and evolving beyond traditional wealth management models.

Dale Shafer | Life Moves Wealth Management
https://lifemoveswealth.com/

Josh Hile | Citizen Mint
https://www.citizenmint.com

Life Moves Wealth Management is a registered investment adviser and the opinions expressed by Life Moves Wealth Management on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.