Who is the money manager in your home? Watch this interview with Melanie on Global News!

15 March, 2018


A new study says women often leave money management to men. Global’s Tomasia DaSilva sits down with a financial planner to find out why that is not always the best plan.... Read More

What is Wealth

29 November, 2017

Wealth is about community, good health and service to others for Rachel Talton. Ms. Talton, 52, is founder of the Flourish Conference for Women in Leadership, and chief executive of Synergy Marketing Strategy & Research in Akron, Ohio.... Read More

Sudden Wealth. Now What?

10 July, 2017

Sudden Wealth. Now What?... Read More

The Advantages of Taking On More Risk as You Age

28 April, 2016

(Reuters) - Your lifecycle fund with its tapering equity allocation may be injurious to your wealth. Lifecycle, or target-date funds, which are typically designed to hold less and less equities as a saver reaches and then enjoys retirement, have been... Read More

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.