Welcome to the conclusion of Episode 4 of Forge in Focus! We are excited to present the finale of the conversation with Michael Roman, as we delve into what the future holds for WealthForge Securities.
In this final installment titled "What’s Next", Michael Roman, accompanied by Client Success Associate, Alex Pauliukonis, sheds light on what sets WealthForge apart as a Managing Broker-Dealer in the dynamic world of alternative investments. When prompted to describe the essence of working with WealthForge in a single word, Michael summarizes it aptly: 'partner.' Join us in exploring the significance of this term in the context of our relationship with clients as we wrap up this interview.
Don't forget to catch up on all three parts for additional insights from our Managing Director of MBD Services, Michael Roman.