Founded and personally run by one of Worth magazine's most highly acclaimed financial advisors, The Wealth Conservancy has a unique approach that keeps you, the inheritor, at the center of your wealth. It all starts with your general visions and aspirations; your life goals guide every step of our relationship. From there, we work together to establish control of your finances and engage the power of your wealth.
Windfall wealth (as through your inheritance) should be a blessing, an opportunity, an assurance of security. But in a climate cluttered with advice and opportunity, warnings and risk, temptations and obligations, your future can be utterly intimidating. Before long you could be buried in bureaucracy or torn between conflicting advisors. You need a coach.
For inheritors who want to develop life-summiting skills to achieve success and enjoy a sense of accomplishment.
