The Advisor Journey
The Advisor Journey
Altruist
Building for the Long Game: Doug & Heather Boneparth on Money, Marriage, and the Future of Advice
31 minutes Posted Oct 15, 2025 at 6:00 pm.
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Show notes
In this special The Advisor Journey episode recorded live from Futureproof, Altruist founder and CEO Jason Wenk sat down with Doug and Heather Boneparth of Bone Fide Wealth to talk about their firm’s transition to Altruist, the evolution of independence in wealth management, and their new book, Money Together. Doug and Heather shared how they’ve built a firm centered on the next generation of clients; high-achieving millennials and Gen Z professionals—by rethinking technology, experience, and...