Building significant wealth is an accomplishment. Sustaining it through market cycles, tax changes and generational transitions requires a deliberate strategy. For high-net-worth individuals and families, effective wealth management brings together personalized planning, disciplined investing, tax e...

Financial advising is in need of a good shift in thinking. Most advisors still operate like it’s the late 20^th century, baby sitting assets, and for retirement income, selling some of those assets each month to cover the clients’ monthly expenses.

One of the things we need to help our clients get b...