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Thursday, June 23, 2011

Managing Wealth Soundly

I recently met a new friend, and to my surprise, he is financially very sound. He travels extensively through the year and seemingly doesn't need to work though he still manages a few businesses. According to this friend, he delegates his work and since his wealth has gotten to large for him to keep tabs on, he has also engaged a wealth management group.

I read about a Missoula, MT wealth management group this morning and I really like that they are an established company that still places attention to details. Unlike many of today's firms, this one puts their clients' interests at the top instead of just calculating their own bottom line.

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