Wealth Management

These days it seems as if wealthy people are everywhere. And thanks to the pandemic, that may be partly true. A 2022 Oxfam study showed that 573 people became new billionaires during the pandemic — equivalent to one every 30READ MORE

A high-net-worth individual, or HNWI, is generally someone with a minimum of $1 million in liquid financial assets. Liquid financial assets can be quickly converted into cash. They typically include checking and savings accounts as well as liquid investments suchREAD MORE

As the saying goes, “It takes money to make money.” Nothing could be truer when you’re working towards becoming a multi-millionaire. But before you grow your net worth, you first have to hit that $1 million benchmark. One of theREAD MORE

With the pandemic, the war in Ukraine, the instability of the market, and a possible slide into a recession, working with a trusted financial advisor is more important than ever. A good financial advisor can guide you through times ofREAD MORE

Sudden wealth event considerations A financial windfall can be a real blessing. Whether it’s from selling a business or real estate, an inheritance, lottery winnings, or a legal settlement, a sudden wealth event can change your life. For those whoREAD MORE