Cultivating purpose In your wealth
How do you invest with purpose?
Conscious Wealth Management places value on important family conversations. Because the true potential of wealth is realized when everyone is engaged and assets are aligned with each family member’s purpose.
The Hatton Group’s Family Matters program brings families together for advisor-led discussions and otherwise challenging conversations around inheritance, business succession, estate planning and more. We’re here to help you engage multiple generations in wealth building and impact.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Financial plans (investment, tax, estate, insurance, succession, philanthropy, etc.) are updated and aligned to reflect goals, values, new insights and “aha” moments.
Goal: Engage children, spouses and siblings in a shared, purpose-driven vision for the future and propel the success of one generation to the next.