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 Guillaume Decalf of Oui Financial. Guillaume shares his path into wealth management and the story behind Oui Financial, offering insight into how the firm approaches financial advice through a globally informed perspective and a focus on helping clients align their wealth with broader life goals.

The conversation explores how Oui Financial differentiates itself through a relationship-driven and planning-centered approach, with an emphasis on personalized guidance, long-term thinking, and helping clients navigate increasingly complex financial decisions. Guillaume discusses how modern wealth management extends beyond portfolio construction and requires a deeper understanding of client priorities, lifestyle considerations, and evolving objectives.

We also discuss portfolio construction in today’s rapidly changing investment environment and the growing role of private markets in diversified portfolios. From global wealth planning and tax considerations to implementing thoughtful investment strategies, this episode provides a look into how advisors are creating more customized experiences and evolving beyond traditional wealth management models.

Guillaume Decalf | Oui Financial
 https://ouifinancial.com/en/

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

Oui Financial is a registered investment adviser and the opinions expressed by Oui Financial 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.