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Willow Wealth Inc.

Willow Wealth Inc.

American financial companywww.willowwealth.com

Search complete. 1 mention across 1 episode found for "Willow Wealth Inc.".

Oct 16, 2026

Joe BerquistHOST
17:20
Now, proponents say opening access to alternative investments could provide investors with greater diversification and potentially higher returns.
Joe BerquistHOST
17:27
"I think the goal is to recognize that there is a universe much larger than is met by the current standard," said Mitchell, uh, Kaplan, chairman and CEO of New York-based private investment firm Willow Wealth.
Joe BerquistHOST
17:39
He said young people who may have the knowledge but not the income or net worth to qualify as accredited under current rules should not be kept out of private investments.
Joe BerquistHOST
17:47
Now, you don't prevent access.

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