AN EPIPHANY: “WEALTH HYGIENE”

Gillian talks about an epiphany she had this summer while working with a new CrossFit coach. Turns out, there are several wealth habits that Surround’s longest-tenured clients have in common. What about you?

Watch the video and then read this month’s blogpost:  All of Our Long-Time Clients Do This.

By Gillian Stovel Rivers, MA, CFP®, CEA
Senior Wealth Advisor & Branch Owner