On a sunny Colorado day in 1983, Myra Salzer founded a new type of firm that became a pioneer in fee-only financial planning. At a time when financial planning and tax-shelter sales were synonymous, The Wealth Conservancy, Inc. (fka Money Strategies, Inc.) worked directly for its clients instead of reporting to the home office or selling any products. As her clients and their portfolios grew, Salzer began to see a unique set of challenges facing those who come into wealth with little or no preparation. In response, she developed a workshop called "Inherited Wealth and You," dedicated to transforming newfound wealth from a burden to an ally.
Always an advocate for her niche clients, Salzer speaks and writes passionately in their defense, debunking the "poor little rich kid" mentality. Salzer is a sought-after expert in her field and has been chosen for Worth magazine's list of the nation's top financial advisors repeatedly.
The Wealth Conservancy, Inc. continues to set the standard in financial planning, from basic investment issues through multi-generational planning, while developing new products and educational systems by which you can achieve your greatest goals.
For inheritors who want to develop life-summiting skills to achieve success and enjoy a sense of accomplishment.
