Wealth is so much more than a person’s net worth; it extends beyond accumulation of money. It’s about the potential of wealth: what it can achieve, how it can help, whose lives it can change for the better. Every person, every organization has a different reason, a unique mission. Together these Whys of WealthSM are what get us up in the morning. Who is Steve Stein and what’s his Why?Read Post
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.Read Post
Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.Read Post
Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.Read Post
Jeanne Pinado is on a mission: to create hope, optimism, and a new sense of vitality in the Roxbury community of Boston. What better legacy to leave behind than something everyone can share.Read Post
Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.Read Post
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