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

Have questions? Email [email protected]

 

Related episodes

 

Cybersecurity preparedness for your business: protecting your business

Financing strategies for your growing business

How to build a team of advisors to meet your goals

Healthcare: how technology is improving the patient experience

Philanthropy & nonprofits: benefiting individuals and business

Retirement & succession planning: ensure your business will thrive without you

The role of marketing: how to grow your business

Specialty merchants & retail: innovating the shopper's experience

Commercial construction & equipment: best practices for financing

Employee empowerment & engagement: prioritizing company culture

Restaurants & agribusiness: the farm-to-table difference

Residential Real Estate: the future of the housing market

Commercial Real Estate & development: property investment outlook

Cyber insurance: how small business can prevent cyber attacks

Diversity, Equity, and Inclusion: how to build a culture of DE&I

Automotive & insurance industries: the future of EVs and buying a car

Shipping & logistics: supply chains and multi-modal transportation

The future of work: hybrid work and collaborative workspaces

Digital transformation: a cycle of innovation

Mergers & acquisitions: how you can grow your business

Cybersecurity: how to protect what. matters to your business

Introducing Sharing Knowledge Series

 

Watch now

Listen now

Listener survey

Thank you for experiencing this episode of Sharing Knowledge Series! If you enjoyed this episode, then please subscribe on YouTube or rate us on Apple. Questions or feedback? We always appreciate your feedback and suggestions.

SHARE YOUR THOUGHTS

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.

Open Chat Console