by PETER W. TUZ, CFA, CFP® | Aug 31, 2021 | Insights
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look up “advisor”, there are words...
by PETER W. TUZ, CFA, CFP® | Aug 9, 2021 | Insights
Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it all on your own, there are a...