Podcast - Clear Conversations - Entrepreneurial Legacies: Passion Assets- Sameer Naseeruddin & James Chapman
/In this episode, host John Sleeting welcomes Dr. Sameer Naseeruddin, President of Skybalance Med Spa, and James Chapman, Senior Wealth Advisor with Clearwater Capital, for an engaging conversation about the crossroads between entrepreneurial success and the pursuit of personal fulfillment through passion assets like luxury cars, watches, and more. Dr. Naseeruddin shares his journey from humble immigrant beginnings to building successful businesses such as Skybalance Medspa, Skypoint Vein and Trilabhealth, LLC. His story showcases the determination, creativity, and leadership that drive his entrepreneurial success and inspire others to pursue their own ambitious goals. James Chapman, a seasoned wealth advisor to entrepreneurs with high-value collectibles, provides insights into how passion-driven assets can be balanced with sound financial strategy. The discussion explores the emotional and financial dimensions of collecting, delving into how these "passion assets" can become vehicles for legacy-building, strategic risk-taking, and even philanthropy. Chapman shares his knowledge on the transition from accumulating wealth to using it for greater good, while Dr. Naseeruddin reflects on his own experiences with philanthropy and giving back to the community. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting and James Chapman are employees of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners. Dr. Naseeruddin is not a client of Clearwater Capital Partners. No compensation was provided to Dr. Naseeruddin in exchange for his participation or comments. Dr. Naseeruddin has no other material conflict of interest relating to his relationship with Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.
