Wealth management & preservation

What is wealth management and preservation, and why is it important for individuals and families?

This question and more gets answered in the 27th episode of the Sharing Knowledge Series. From how families can effectively pass wealth and good financial stewardship along to the next generation, to the role of philanthropy, host Kevin Vonderau, chief lending officer at Westfield Bank, discusses topics related to wealth management and preservation with guests Brad Knapp, president of Clearstead and Ken Morgan, chief operating officer at Clearstead Trust.

Investment products:

  • Are not FDIC insured
  • Are not bank guaranteed
  • May lose value
  • Are not a deposit
  • Are not insured by any federal or state government agency

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Disclaimer

The Sharing Knowledge Series of videos, podcast episodes and articles are for informational purposes only, and is not intended to serve as legal, tax, financial, investment, accounting, or regulatory advice. Opinions expressed and third-party information shared herein do not reflect the opinions of Westfield Bank, Westfield Group, or any of its subsidiaries or affiliates. The information shared does not constitute nor is intended as an offer or solicitation for the purchase or sale of any product or service. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success. Bank products and services provided by Westfield Bank, Member FDIC an equal opportunity lender.