Patrick R. Côté

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Specialties:

• Focus on HENRYs (High Earners, Not Rich Yet) and working high net worth individuals and families
• Tax-efficient investing for successful professionals, corporate executives & businesses owners
• Work with many healthcare practices, solo practitioners and entrepreneurs

Wharton MBA, former Fidelity executive and Bain & Company consultant in Boston & London

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM

Meet Patrick