Wealth Management – Where’s The Value?

Posted by on September 21, 2017 - 3:51 pm

In the 33+ years, I’ve been in and around the financial services industry, terminology describing the typical salesperson has gone from “stockbroker”, to financial planner, and now “wealth management”.

No matter what description has been used through these years, the typical results have been pretty much the same for the investing public and was best described in the movie “Trading Places”:


A key member of our “team approach” is “Shore Point Advisors”.

Their commentary, “Wealth Management – Where’s The Value”, is not only a great read but describes the cornerstone to our shared beliefs.

Posted in: Matters of Finance, News

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