How to Achieve Your Life Goals With Holistic Wealth Management (Ep. 7)
Managing your finances goes beyond just number crunching or aiming for the highest return.
To create lasting wealth and happiness, it is important to take a holistic approach. This involves looking at your total financial picture, including investments, estate, taxes, and risk management.
In this episode, Patrice Sikora interviews Charlie Massimo and Peter Anastasian about their approach to holistic planning in wealth management. They stress the importance of a continuous, personal, and comprehensive approach to planning — one that prioritizes the needs and well-being of clients over profit-driven motives!
Charlie and Peter discuss:
- A simple analogy to explain what holistic wealth management truly means
- Why an advisor-client relationship is one of the most intimate relationships you will have
- Where AI is effective in wealth management (and where it falls short!)
- The role of holistic planning in achieving your life goals
- And more!
Resources:
- 1-800-492-1222
- Wealth Enhancement Group
Connect with Charlie Massimo:
Connect with Peter Anastasian:
Disclosures
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
All investing involves risk, including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth Enhancement Group and LPL Financial do not provide legal advice or tax services. Please consult your legal or tax advisor regarding your specific situation.
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