John DiPasquale, managing partner at Cobblestone Capital Advisors reflects on his 26 years with the firm, discussing its evolution from a small team to a mid-sized business with a strong focus on client satisfaction and sustainable growth. The conversation transitions into a discussion on macroeconomic factors, the importance of setting realistic market expectations, and the role of goals-based investing. John also highlights future plans, including new private investment opportunities, and shares personal insights on his passion for the industry and the relationships he and the team have built with clients over the years. The episode reviews the key highlights of 2024 and shares the firm’s outlook for 2025.
Key Takeaways:
- How has Cobblestone evolved over the years, and what role do client relationships and referrals play in the firm’s growth?
- How does Cobblestone approach market predictions, and how does the firm integrate goals-based investing into their wealth management strategy?
- What are Cobblestone’s strategies for addressing client concerns related to economic uncertainties, and what are the firm’s plans for navigating the financial landscape in 2025?
Key Timestamps:
(00:00) – Reflecting on 2024
(01:40) – Cobblestone’s Growth and Success
(03:25) – Client Relationships and Market Insights
(07:11) – Economic Trends and Predictions
(11:26) – Building a Resilient Portfolio
(18:10) – Looking Ahead to 2025
Key Topics Discussed:
The Trusted Partner, Cobblestone Capital Advisors, Jesse Cramer, Gabe Chodak, Rochester New York, financial planning, investment management, investing markets, financial, client concerns, inflation and interest rates, Fed policy, economic uncertainty, portfolio management, wealth management, tax cuts, investment strategy, market predictions
Mentions:
LinkedIn: https://www.linkedin.com/in/johndipasquale1/
More of The Trusted Partner:
Website: https://cobblestonecap.com/the-trusted-partner-podcast/
Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
