Wealth Management Strategies for High Net Worth Clients and Alternative Investing | Richard McWhorter

In this episode of Millionaire By Morning, host Rashad Thirlkill sits down with Richard McWhorter, CFP®, CRPC, a seasoned wealth advisor at SRM Private Wealth, to explore a fresh and unconventional approach to wealth management.

With over 30 years of experience and a career working with some of the biggest names in finance, Richard has built a reputation for thinking outside the box—blending traditional financial strategies with creative, personalized solutions for ultra-high-net-worth clients.

Based in Beverly Hills, Richard brings a unique perspective shaped by his deep connections in the music, sports, and entertainment industries. From financial lessons learned in locker rooms to business insights gained backstage, he offers a rare look into how wealth, influence, and opportunity intersect.

During this conversation, Richard shares how innovative thinking and strategic relationships can elevate wealth-building beyond traditional methods.

In this episode, you’ll learn:

How high-net-worth individuals approach wealth management differently

Alternative strategies for building and preserving wealth

The role of relationships and networks in financial success

How to think creatively about investing and opportunity

Insights from the intersection of finance, entertainment, and sports

If you're an entrepreneur, investor, or someone looking to expand your perspective on wealth-building, this episode delivers unique insights from one of the industry’s most forward-thinking advisors.

🎙️ Millionaire By Morning is the podcast where successful entrepreneurs share the strategies, mindset, and systems that build wealth.