Wealth Matters 3.0
Chris J Snook, Barry C. Knapp, James Bulltard, Santiago Capital, Tanvi Ratna, Jay Pelosky, Joel Comm - AI Keynote Speaker, Matt Meuli, Roger Ohan, Danny DeMicheleInstitutional-grade wealth protection, tax strategy, and ownership frameworks for real-world business owners and investor families. Keep more of what you worked your life to build!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 286 | Founded | 7 years ago | Last Issue | 10 days ago |
| Active | |||||
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wealthmatterstome.comLatest Issues
The Macro Legend Who Still Trusts Markets More Than Technocrats | Barry C Knapp
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Before you read or listen to this absolute masterclass with Barry C Knapp, I encourage you to share, restack, and subscribe to Barry C. Knapp’s research through Ironsides Macro and follow his work on Substack for institu...
The Predators Arrive Before Death | Matt Meuli
Disclaimer: This article and the accompanying conversation are educational. Matt is an attorney, but he is not your attorney unless you formally engage his firm. Nothing here should be treated as individualized legal, tax, financial, Medica...
How Financial Advisors Can Build a Private AI Brain Without Losing Control of Client Data
TL:DR
Chris J Snook and Danny DeMichele explain how financial advisors, fiduciaries, and family offices can build secure private AI infrastructure, automate workflows responsibly, and turn proprietary knowledge into a local small lan...
Is Your Estate Plan Ready for the Great Wealth Transfer? | Matt Chats
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Subscribe to Shields & Succession inside Wealth Matters 3.0 to stay alerted for future Matt Chats office hours, livestreams, subscriber replays, and practical conversations about...
Investing in a Tripolar World: Why Global Markets Are Shifting Beyond U.S. Dominance|Jay Pelosky
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Subscribe to Jay Pelosky’s The Tripolar World on Substack to receive his weekly Friday Musings, monthly global-macro deep dives, thematic research, charts, and thinking on how capital is moving across Asia, Europe...
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Authors
The writers behind this newsletter.
Rehumanizing financial advisor practices. I help $2M–$30M HNWI families architect, protect, grow, and pass on lasting wealth. Founder ATOMIQ, host of ATOMIQ LEVEL, Agentic AI , BTC Treasuries, 4× #1 bestselling author.
Ironsides Macroeconomics LLC is an independent provider of macroeconomic and public policy investment strategy. Our brand, 'It's Never Different This Time', underscores our use of historical analogs to better inform the business cycle.
Data driven put seller using a custom database to model trends to share
We cover the intersection of financial markets, geopolitics and the madness of crowds as we view them through our famework of the Dollar Milkshake Theory.
Geopol geoecon analyst & Engineer, working on the chessboard between Emerging Tech, Economy & State Power | Founder Policy 4.0. | Capitol Hill, EY, G20
finance guy
Internet pioneer, New York Times Best-Selling author of 15 books, AI Keynote Speaker, Co-host of The Bad Crypto Podcast, Host of AI for Everyone Show, https://en.wikipedia.org/wiki/Joel_Comm
Matt Meuli brings more than 30 years’ experience in trust and legacy planning, asset protection and business exit strategies for families and closely held businesses. He has served both with the Wyoming Attorney General and Department of Revenue.
Former trader, former asset manager, current observer of what's wrong in the world. Author of the Ledger.
28-year digital marketing pioneer, San Diego serial entrepreneur, founder of 12 companies with 6 exits and a billion-dollar Amazon business—now focused on helping organizations harness Generative AI to streamline, scale, and lead.
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