Skip to content
Wealth Legacy Advisors LLC.
Providing objective thought-partnership to families of wealth through personal attention and human spirit
  • Home
  • About Us
  • Stories
  • Speeches
  • Recent Events
  • Publications
  • Blog
  • Contact Us
December 6, 2023December 5, 2023 by Susan

Please read this short piece discussing the wrong picture in wealth management meetings, as published in Point of View online magazine on December 5, 2023, also a brief video clip.

Categories WLA blog post, WLA recent publication
Nov 29, 2023: How to Have Successful “Money Talks” with Your Clients and Families, in NYC
Helping The Next Gen Find Their Own Identity
Wealth Legacy Advisors LLC | 212-655-9610 | Schoenfeld@WLALLC.com | Copyright © 2025. All Rights Reserved. | Legal & Privacy