Wealth Management
The holistic wealth viewpoint
1 min read
Health and financial wellness programs: The game has changed
Does your organization have health or financial wellness programs? Are they effective? Wellness programs aren’t new, but the purpose for providing them is changing. We discuss how to simplify and tailor your program to best fit your needs.
1 min read
John Lesser named to the Forbes Best-In-State Financial Advisors list
Congratulations to John Lesser for being named to the Forbes Best-In-State Financial Advisors list. Read more at Forbes.
2 min read
Estate planning: What your family needs to know when you’re gone
Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
Deep dive: The holistic wealth viewpoint
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