Setting up a virtual family office

By Mike Switzer

Published December 5, 2023 at 6:30 AM EST

Jeremy Finger, certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC

Many people who solicit the assistance of a financial advisor have preconceived notions of what to expect involving investment management, tax planning, estate planning, etc. However, our next guest says there is often a disconnect between those client expectations and the actual services provided by financial advisors. He says the solution may be a virtual family office. Mike Switzer interviews Jeremy Finger, a certified financial planner with Riverbend Wealth Management in Myrtle Beach, SC.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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