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High Net Worth Individual

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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.

Yet most people — 74% — don’t see themselves ever fitting into that category.

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.

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