Understanding wealth management and preserving generational wealth
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. Host Kevin Vonderau, chief lending officer at Westfield Bank, discusses wealth management, strategies for financial planning, and preserving wealth across generations with guests Brad Knapp, president of Clearstead (https://www.clearstead.com/) and Ken Morgan, chief operating officer at Clearstead Trust (https://clearsteadtrust.com/team/#ken).Investment products:\u2022 Are not FDIC insured\u2022 Are not bank guaranteed\u2022 May lose value\u2022 Are not a deposit\u2022 Are not insured by any federal or state government agencyWe want to hear your feedback. Take our survey at westfield-bank.com/sks (http://www.westfield-bank.com/sks)Have questions? Email\xa0westfield-bank@westfield-bank.com (mailto:westfield-bank@westfield-bank.com).