Podcast•Apr 1, 2026•53 min
Episode 85: Josh Brier & Aldo Tarantini
In this episode, COO Josh Breyer of Connecticut Wealth Management and Managing Director Aldo Tarantini of Family Management Corp discuss how operational strategy, technology, and a client‑first culture drive growth in independent wealth‑management firms. They share the firms’ histories—Family Management’s rise from a $1 B to $5 B AUM firm with 23 staff, and Connecticut Wealth’s $1 B AUM, 70‑person operation—highlighting organic growth through referrals and strategic partnerships. Both guests emphasize the importance of handling complex, intergenerational wealth needs and leveraging technology to scale while maintaining exceptional client experiences. Their perspectives illustrate how independent RIAs can compete with larger players by focusing on tailored financial planning and operational efficiency.
