Wealth planning:

A complacent looking couple stands in front of a very large map, covered in arrows. The man's arms are very long, and he holds both sides of the huge map in his hands.

For most people, wealth is not the destination. It’s just the vehicle. So where exactly do you want to go?

A complacent looking couple stands in front of a very large map, covered in arrows. The man's arms are very long, and he holds both sides of the huge map in his hands.

michelle_eversman_square

Michelle Eversman CFP®, CPA

Director in Wealth Management, Partner

Talk to us

Let’s take this discussion to a more personal level.