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Wealth Management for All

The term ‘wealth management’ has a certain panache to it but oftentimes is misconstrued by the public. Sometimes people get the impression that working with a financial advisor from a wealth management firm is something exclusively reserved for the already affluent. However, that is far from the truth.

Concord Wealth Management’s Vice President Chris Wood, LUTCF explains how he recently went to present a financial education workshop onsite at a local firm, and when he walked into the room he was asked by a skeptic, “Wealth management — isn’t that for someone who is already rich?” Chris countered with, “That’s a great question, and the answer is no.” He went on to explain that wealth management encompasses far more than managing existing wealth – that in fact wealth management is also the process of building clients’ wealth over time.

A financial advisor’s role is to work with clients to build their personal financial legacy. And, our advisors here at Concord Wealth work with clients with a wide range of current financial situations, providing customized strategies that help clients make better decisions about how to handle their finances and help them amass greater personal wealth. It is a service that anyone can benefit from and should take advantage of.

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