Your Habits Decide If Your Wealth Outlives You

What causes wealth to last for generations? You won’t believe how often the last habit is missed!

In this video, I share 3 habits my team has seen make the biggest difference for families trying to build wealth, protect it, and pass it on to the next generation. These aren’t complicated strategies. They’re simple habits that, when done consistently, add up over time. One of them is frequently missed, even by families who think they’ve done everything right.

DISCLAIMERS & DISCLOSURES: This video is for educational and informational purposes only and should not be considered tax, legal, or investment advice. All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The information shared is general in nature and based on sources believed to be reliable, but accuracy and completeness are not guaranteed. Examples are for illustrative purposes only and do not represent recommendations or endorsements. Please consult your own tax or legal professionals regarding your specific situation. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. Financial planning offered through Island Wealth Management, a registered investment advisor and a separate entity.