At our recent annual client meeting, noted author Dr. Lee Hausner described a number of strategies for effective wealth management that also serve to strengthen families. In Dr. Hausner’s view, family strength comes from active efforts to build and preserve human, intellectual and social capital, in addition to financial capital.
Archives for October 2007
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice.