Smart Starts: Investing for Your Kids' Future
Автор: The Pitti Group Wealth Management
Загружено: 2025-08-01
Просмотров: 6
In this episode, Matt and Anthony from The Pitti Group Wealth Management dive into the world of investing for children. Whether you're a parent or grandparent, choosing the right type of account, like a 529 plan, custodial account, or something else, can be confusing. They share personal experiences, walk through the pros and cons of each option, and even discuss entrepreneurial lessons from lemonade stands, Venmo for kids, and childhood pizza ventures. Tune in for practical tips, laughs, and guidance on building a strong financial foundation for the next generation.
The Pitti Group Wealth Management, LLC (“The Pitti Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Pitti Group and its representatives are properly licensed or exempt from licensure.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of The Pitti Group strategies are disclosed in the publicly available Form ADV Part 2A.
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