Features Wealth Management

In 2011, at the height of the Occupy Wall Street protests, Lon Dolber took a walk down to Zuccotti Park in Lower Manhattan. Over the preceding days, thousands of demonstrators had gathered in and around the mostly concrete common to voice opposition to what they saw as a financial system run amok. Ever the conversationalist, […]

In the run-up to last Thanksgiving, the several hundred clients of Minneapolis-based Advanced Wealth Management Group (AWMG) got greeting cards from the firm they’ve long entrusted to guide their financial futures and plan their retirements. Only the cards were about more than just the usual good wishes. Recipients were given the choice of designating one […]

It’s a refreshing change from the way so many of his colleagues in financial planning and wealth management operate. No asset minimums at Wealth Managers LLC, an independent, partner-owned, socially conscious financial firm run by Shawn C. Everett in Estero, Florida, and North Haven, Connecticut. Others in his position will say you’ve got to go […]

It’s a most uncommon approach to financial planning and wealth management. Inclusive and holistic in ways that far transcend how other firms claim to operate, “Empowering Financial Wellness” is the mantra. But as Robert J. Goellner—CFP®,ChFC, CLU, the founder and senior partner of Common Interests in Metuchen, New Jersey—likes to say, the aforementioned procedures should […]

When a well-to-do rancher from deep in the heart of Texas visited the Dallas office of Vaughn Asset Advisory, the firm’s founding president greeted him in jeans, boots and a western shirt. First impressions may not be everything, but they do mean something, and it made for easy discourse between the two men. Easy discourse […]

If you’re a millennial looking to enjoy the same retirement as your grandparents, veteran advisors like Randall Long recommend having a plan in place before the age of 30. Then again, if you’re really ambitious, you can always do what Long did: invest in a mutual fund at 12 years old. “I saw how hard […]

The biblical passage about it being better to give than to receive hit home early for Tad Hill. Son of a farmer father and a social worker mother, the young Hill often accompanied his mom as she tended to the elderly and infirm in and around Birmingham, Alabama. The old and disabled folks took a […]

Even the most capable business person might need assistance when it comes to managing his or her wealth for the long term. To that Scott Freund can well attest. For the easy-going president and founder of Family Office Research in Bethesda, Maryland, has many successful business people and respected professionals among his clientele. When Freund looks at […]

Her name well-known for marketing in the wealth management and family office business, Rosemary Bonilla Denney remembers getting a call a couple of years ago from an unnamed firm that had learned of her via LinkedIn. That firm had impeccable credentials when it came to growing client assets and client services, but it needed help […]

Ted Kakoyiannis was at a point of professional atrophy. As a transactional attorney in the real estate realm, he was negotiating and drafting contracts and loan documents and advocating for his clients—but he wasn’t really creating anything. Then, another possibility began to reveal itself: As his experience grew, he recalls, clients were increasingly asking him […]