Isn't wealth, like life, always ebbing and flowing, constantly changing?

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Would you simply plan your life and then sit back, wait and let it happen?

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So, why do so many people think that a financial plan is enough? Wealth doesn't just happen. It's created. It's protected. It's enjoyed. Wealth is a thing that needs action, not just plans.

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Yes, Wealth Management is a term loosely tossed around by most financial institutions these days. But for them, it's nothing more than parking your investments for the long term and coddling you into a status quo that does little to help you build and preserve your wealth.

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Channeling our inner Sir Isaac Newton, we appreciate that wealth remains at rest until such time that some force is applied to move it forward. As such, Wealth Management is an all encompassing venture that is constantly working to create, protect and enjoy wealth. It includes coordinating many aspects of wealth:​