Beverly Hills Wealth Manager: How the 1% Protect Their Money | Richard McWhorter

Most people focus on making money. The wealthy focus on keeping it. In this episode, Matt Haycox sits down with Richard McWhorter, managing partner at SRM Private Wealth in Beverly Hills, to break down what high net worth clients actually care about: wealth preservation, trust, tax strategy, estate planning, and the real-world psychology behind financial decisions. Richard manages $2.1B for 36 families, and has a specialist division working with athletes and musicians, where money mistakes ar...