People have a variety of views of what it means to be “high-net-worth,” according to a survey from digital wealth manager Personal Capital.
When 2,209 adults were questioned what they would believed to be high-net-worth, the median average among all respondents was $400,000, which is quite less than the SEC’s definition of $1,00,000. Having a good grasp of your net worth is the first step in getting a financial plan in place, one that will help you achieve your financial goals.
A Cornerstone advisor can coordinate with your legal and tax advisors to help preserve and transfer your wealth through estate and legacy planning strategies to:
Learn more about the potential benefits of these tax-advantaged vehicles for high-net-worth investors and talk with a Cornerstone financial advisor.
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.
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