America’s biggest wealth manager for the ultrarich is known for his tailor-made investment portfolios. He revealed to us his magic formula — and how he saves clients millions on taxes.

5:32am PDT - July 19th, 2019    apple stock - Business Insider

Peter Mallouk's skill at customized investing helped make him one of the most highly ranked wealth managers in the US. He's president of $40 billion firm Creative Planning. Mallouk told Business Insider about some of the most common ways investors ask him to …