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This week, Brent and Rachel are joined by A.J. Price, CPA, CFP, to discuss how families can introduce younger generations to family wealth. They discuss the benefits of family-wide meetings, examine the many methods of family investments, and dive into the importance of goal-based investing.
A.J. Price is an Associate Wealth Advisor at Strategic Wealth Partners. A.J. works with wealth advisors and financial planners to create portfolios in line with each client’s individual needs, preferences, and risk tolerance.
A.J.’s bio and contact information are available at https://www.stratwealth.com/portfolio/a-j-price-cpa-cfp/