During The Investment Meeting, Mom Called Me 'Tech Support'—Her Portfolio Manager Just Smiled

During The Investment Meeting, Mom Called Me 'Tech Support'—Her Portfolio Manager Just Smiled
‪@RevengeReturn-s3n‬

The mahogany conference table gleamed under the soft lighting of Meridian Wealth Management's executive suite, where Mom had summoned the family for what she called "a serious discussion about generational wealth planning." At sixty-two, she'd recently inherited a substantial sum from her sister and wanted professional guidance on maximizing returns for the family's future.
I sat quietly in the corner chair—the one clearly intended for auxiliary family members—while Mom, Dad, and my brother Kevin occupied the prime positions around the table. Our portfolio manager, James Whitfield, had spread charts and investment projections across the polished surface like a general planning a campaign.
"The Chen family has excellent potential for long-term growth," Whitfield said, adjusting his wire-rimmed glasses. "With proper diversification and strategic positioning, we can build substantial generational wealth over the next decade."
Mom beamed. This was exactly the kind of sophisticated financial planning that validated her vision of our family's trajectory toward prosperity.
"Now," Whitfield continued, "I'd like to understand each family member's professional situation to better tailor our investment strategy. Kevin, you're in commercial real estate?"
"That's right," Kevin replied, straightening his tie with obvious pride. "Senior associate at Henderson Properties. Just closed a deal on that new office complex downtown."
Kevin's deal had been a modest commercial lease that earned him a five-thousand-dollar commission, but he presented it with the gravity of someone who'd just negotiated a Fortune 500 merger.
"Excellent. Stable income with growth potential," Whitfield noted, making marks on his legal pad. "And Mr. Chen, you're recently retired from manufacturing management?"





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