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Listen "Understanding wealth management and preserving generational wealth"
Episode Synopsis
What is wealth management and preservation, and why is it important for individuals and families?
This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust.
Investment products:
• Are not FDIC insured
• Are not bank guaranteed
• May lose value
• Are not a deposit
• Are not insured by any federal or state government agency
We want to hear your feedback. Take our survey at westfield-bank.com/sks
Have questions? Email [email protected].
This question and more gets answered in the 27th episode of the Sharing Knowledge Series. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust.
Investment products:
• Are not FDIC insured
• Are not bank guaranteed
• May lose value
• Are not a deposit
• Are not insured by any federal or state government agency
We want to hear your feedback. Take our survey at westfield-bank.com/sks
Have questions? Email [email protected].
More episodes of the podcast Sharing Knowledge Series
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