Tony Minolpli on The Money Path Podcast: Tax-Aware Strategies for Building and Preserving Wealth

Are high-net-worth investors playing a different game when it comes to taxes and investing?

Tony Minopoli, Founding Partner of Innovative Asset Advisors Group, was recently featured on The Money Path podcast to discuss how today’s high-net-worth investors are approaching portfolio strategy in an increasingly complex environment. In his conversation with host Todd M. Schoenberger, Tony highlights the critical role tax strategy plays in driving stronger, more efficient investment outcomes.

The episode explores how investors are incorporating alternatives like private credit, leveraging tax-aware strategies, and adapting portfolios to navigate inflation, market volatility, and evolving market dynamics. It’s a valuable listen for those looking to take a more strategic, integrated approach to building and preserving wealth.

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