Washington Trust Bank’s Post

When it comes to family wealth planning and the NextGen, how succession planning is managed and how wealth can be passed on are vital considerations. Laura Nevitt, Head of Family Office discusses in her latest article: https://hubs.ly/Q02NlV1g0 #WeAreHawksford #privateclient #nextgen #thinkingbeyondtomorrow #wealthplanning #successionplanning

Congratulations to Fidelius Wealth Management which has achieved 2024 Top Rated Firm status! The Top Rated Firm qualification process is rigorous. At its core is a commitment to transparency and great client outcomes, evidenced by a firm consistently inviting all its clients to leave feedback and closely monitoring all responses. Fidelius Wealth Management’s 2023 feedback reflects a strong response rate and excellent overall rating. It also shows that they have outperformed our Elevation system’s industry benchmarks in areas such as client advocacy and risk. You can read some of their advisers’ recent client reviews at https://lnkd.in/e5jvQwqy. The comments speak to the enormous value created by good advice, particularly during uncertain times. . Congratulations as well to the 24 Fidelius Wealth Management advisers who qualified as Top Rated Advisers Chris Bence Stephen Ivory James Franklin DIPpfs, DipIP Carlton Hall Colin Fletcher DipPFS Dane Kerkin APFS David Bowman Dean Foley Ian Croxall Martin Grundy Lee Grimshaw BA (Hons), Chartered Financial Planner Martyn Norris Nathan Lennox Nick Twist Nick Farnden Paul Wainwright DipPFS Rachel Henley Russell Butts Sam Ormond APFS Sandy McPherson FPFS Keegan Grippo CeMap Nicholas Okojie Cert CII (MP) Paul Timmins Craig Chapman #VouchedForGuide #TopRatedAdviser #ClientTrust #Transparency #TopRatedFirm #financialAdvice

Join Beth Kaufman, National Chair of Lowenstein Sandler LLP's Private Client Services, on April 17 for a compelling webinar during Morgan Stanley Private Wealth Management's FLAG Institute. She'll discuss the unseen challenges heirs of wealth face and share crucial strategies for intergenerational wealth planning. #privateclientservices #wealthmanagement #estateplanning #trustsandestates #wealthplanning #familylaw

Join Beth Kaufman, National Chair of Lowenstein Sandler LLP's Private Client Services, on April 17 for a compelling webinar during Morgan Stanley Private Wealth Management's FLAG Institute. She'll discuss the unseen challenges heirs of wealth face and share crucial strategies for intergenerational wealth planning. #privateclientservices #wealthmanagement #estateplanning #trustsandestates #wealthplanning #familylaw

A vast knowledge in wealth management coupled with his tax background, Adams Brown Wealth Consultant, Justin Mitchell, is perfectly positioned to maximize your income and set you up for a successful retirement. Learn more about his approach below. #wealthmanagement

Next Phase Advisory Group Team Spotlight featuring Jennifer Carpenter, Director of Wealth Management Services. Meet Jennifer and learn what a day in the office looks like for her, and what she enjoys most about the work that she does. #nextphaseadvisoryteamspotlight #chicagofinancialadvisors #meettheteam #retirementplanning #wealthmanagement

𝙃𝙚𝙮, 𝙝𝙚𝙮, 𝙝𝙚𝙮, let's give it up for Hank, Investment Adviser Representative! 🙌 We're so excited for this upcoming chapter in his career and are 𝗽𝗿𝗼𝘂𝗱 𝗵𝗲 𝗰𝗵𝗼𝗼𝘀𝗲𝘀 𝘁𝗼 𝗹𝗲𝗻𝗱 𝗵𝗶𝘀 𝘁𝗮𝗹𝗲𝗻𝘁𝘀 𝘁𝗼 𝗼𝘂𝗿 𝘁𝗲𝗮𝗺! Your future is looking bright, Hank! Congratulations! 😎 To schedule a visit with him and the rest of the team here at Retirement Financial Group, see my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼! #teamwork #congratulations #financialplanning

Another successful year (not without its fair share of challenges) is coming to an end and we wish you and your loved ones a healthy and prosperous new year. We would like to take this time to thank our clients first and foremost for a productive and impactful year, and to our collaborative partnering firms for all their support in helping us provide the best in wealth management for our clients! All our best this Yuletide season 🎄 #merryandbright #realwealthmanagement #investmentplanning #insuranceplanning #estateplanning #retirementincomeplanning #collaboration

📈 How Can Landmark Help You? 🌟 Discover how we serve retired individuals & those nearing retirement, corporate employees, small business owners, and wealth inheritors. We've crafted personalized financial strategies tailored to our clients' unique needs since 1975. Welcome to Landmark Wealth Management Group, your guide on the journey toward abundance.. https://lnkd.in/gKPH8uWG Ready to learn more? Book a complimentary meeting with our advising team today. #WealthManagement #FinancialPlanning #BusinessOwners #RetirementPlanning #FutureReady

Here is a short video on how we serve retired individuals & those nearing retirement, corporate employees, small business owners, and wealth inheritors. Let me know if I can be of assistance to you.