Our CEO, Michaël Fortin, often shares this inspiring perspective: 'In times of financial prosperity, let's prioritize raising our standards of giving, not merely our standards of living.' It's a guiding principle we embrace here at Fortuna Wealth Management. #CEOinsights #FinancialAbundance #Givingback #FORTÜNAValues
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In The Passive Wealth Investors Club, we are helping folks generate legacy wealth so they can retire early and live well. Some of us are also creating generational wealth for our families. Building a family legacy isn’t only about leaving behind assets, money and legal agreement. If rightfully done, legacy has the power to impact the lives of many future generations of the family business. Do you agree? Let me know your thoughts in the comments below. . . #InvestLiketheWealthy #FamilyLegacy
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A shared sense of purpose when managing family assets is crucial to help align financial decisions with the family's values, fostering unity, communication, and a lasting legacy that transcends generations. This quick Schwab read, shared from the Cayucos news blog, offers three ways to instill purpose in the management and distribution of wealth. #Schwab #financialplanning #estateplanning #CayucosWealth https://lnkd.in/eJAGA-ee
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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Unlock the secrets to financial success with our Wealth Management video, drawing inspiration from iconic wealth journeys like Vanderbilt and Rockefeller! We dissect historical triumphs and translate them into modern strategies. Subscribe for expert advice and actionable tips to shape your prosperous future. 💰 ★ Mandee Lee ★ #BBSTRUST #WealthManagement #Foundation #PrivateFoundation #Trust #prosperity #Vanderbilt #Rockefeller #financialsuccess #wealth
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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Senior Vice President, Wealth Advisor III, Truist Investment Services, Inc., Truist Advisory Services Inc., Truist Wealth
A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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A key to sustaining wealth? Shifting the focus from what your family owns to what your family values. Here’s our approach. https://bit.ly/3OBlyRS
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