A conversation with Allison Taylor and Chris Latham_ Grow Wise Financial

Our guests this week are two seasoned Financial Wealth Managers, each bringing over three decades of experience helping individuals and families build, protect, and grow their wealth. Recently, they partnered with the Huntington Beach Boardriders Club as a proud sponsor, generously helping launch our very own investment fund. This fund is designed not only to strengthen the Club’s long-term financial future, but also to provide meaningful college scholarships for our youth.Beyond investment and retirement planning, their expertise extends to establishing Living Trusts—helping families protect assets, preserve family heirlooms, and avoid the costly and time-consuming probate process.We’re excited to work alongside these trusted experts, who will be an incredible resource for both our community and our listeners. Please welcome to the show, Allison Taylor and Chris Latham of Grow Wise Financial