Building Wealth as a Young Professional

Young Professionals: Now that you're past the basics of financial planning, what should you be thinking about as you continue building your wealth? Host Michael MacKelvie, wealth advisor, is joined by Jinger Pajestka, senior wealth advisor, to discuss goal setting, employer benefits, real estate investing, estate planning and insurance, all to help you build your wealth.

Om Podcasten

Your wealth plan shouldn’t sit still. Neither do we. That’s why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.