The Advisor Journey
The Advisor Journey
Altruist
Money Together: Building Wealth, Partnership, and Purpose with Doug & Heather Boneparth
36 minutes Posted Nov 11, 2025 at 4:00 pm.
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Doug and Heather Boneparth are redefining what it means to build wealth together. In this episode of The Advisor Journey, the founders of BoneFide Wealth share how partnership in both life and business has shaped their approach to advising clients and leading a modern firm. They discuss the lessons behind their new book Money Together, their experience transitioning over $100M in assets to Altruist, and how the right technology can strengthen client relationships. Doug and Heather reflect on ...