In this episode of Within Reach, we sit down with Logan Weaver, Founder & CEO of Surmount AI, to explore how artificial intelligence is transforming the investment landscape. Logan shares his journey from studying statistics and finance to developing a cutting-edge AI platform that simplifies investing for individuals and advisors alike.

We discuss:

✅ The difference between traditional investing, robo-advisors, and AI-driven portfolios

✅ How AI can help investors make smarter, emotion-free decisions

✅ The impact of machine learning on portfolio management and risk assessment

✅ Key principles for beginner investors to build long-term wealth

✅ The future of AI in finance and what’s next for Surmount AI

Whether you're an experienced investor or just getting started, this episode will provide you with valuable insights into how technology is reshaping the way we manage money.

🎧 Tune in now and take your investing strategy to the next level!

Timestamps:

[00:00] Introduction – The power of compounding and the importance of a nest egg

[01:00] Meet Logan Weaver: His journey from finance to AI-driven investing

[02:30] What is Surmount AI, and how is it different from traditional robo-advisors?

[04:00] The role of AI and machine learning in investment strategy development

[05:30] Why taking emotions out of investing leads to better financial outcomes

[07:00] How Surmount AI customizes investment portfolios for individuals

[09:00] Logan’s personal investment approach and how he bootstrapped Surmount AI

[10:30] The challenges of building an AI-driven financial platform

[12:00] Advice on filtering out financial misinformation

[14:00] Foundational investing principles for beginners

[15:30] AI’s growing influence on investing over the next 5-10 years

[17:00] The future of financial advising—Will AI replace human advisors?

[19:00] What’s next for Surmount AI, including mobile app and creator partnerships

[20:00] Logan’s final piece of advice: Start investing, stay disciplined, and let it compound

Notable Quote:

"The more you have, the more you let it compound, and the more you don't touch it—things really can grow quickly." – Logan Weaver

Resources Mentioned:

📌 Surmount AI Website – Learn more about Logan’s AI-powered investing platform

📌 Peter Lynch & Warren Buffett Investment Strategies – A great starting point for investors

📌 Kevin Davey’s Algorithmic Trading Book – The book that inspired Logan’s journey into algorithmic investing

📌 AI & Investing – Stay updated on how AI is evolving in the financial world

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Giuliana Pallotta, Broker

Coldwell Banker Ronan Realty, Brokerage

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