Managing wealth has become a daunting task for most people. After over two decades advising clients, I am convinced of the following:
Most people need professional advice to be successful.
Most people question whether they are appropriately managing their wealth.
Most people can achieve confidence if they take the right steps.
You may have been through some very uncertain times and worry whether you will fulfill your life’s dreams. You may simply lack confidence in your ability to manage your wealth as life becomes more complicated. You may simply have a gnawing sense of fear and anxiety about how the world is changing. In THE FUTURE OF YOUR WEALTH, I set out to identify the most important challenges facing successful individuals and their families today and then provide a roadmap for how to address each of them. I have made every effort to explain a number of complex concepts in simple language. At times, what I cover in this book may seem basic; however, each chapter is there for a reason.
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About Matt
Matt leads a team of financial advisors and service associates based in Boca Raton, FL with regional representation in the North East and Midwest. Matt joined Raymond James in September, 2018, as the lead advisor of the Shafer, Barber, Winkler Group of Raymond James.
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About the Book
No one would deny that wealthy families face new and unique challenges that can make planning for the future more difficult than ever. A byzantine U.S. tax code, increasingly complex global markets and a growing cultural disdain for the “wealthy” pose new threats to the American investor.
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CONTACT US
I invite you to contact me to learn more about the book. I’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about me, please fill out the following form or call me. I look forward to hearing from you soon.
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Raymond James does not endorse the opinions of Matthew Shafer or The Future of Your Wealth.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA" and "Certified Investment Management Analyst." Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
