young professional wealth management

How Young Professionals Can Get Started with Wealth Management

Proactive decision-making is a critical hallmark of an effective wealth management strategy. But for many young professionals, including millennials, their approach to financial management is largely reactive. Instead of basing their financial and investment decisions on the future they envision for themselves, they often rely on past experiences to dictate their future success.

From budgeting and setting goals to increasing financial literacy and seizing early planning opportunities, the following priorities can help young professionals establish strong, proactive wealth management practices to support their financial wellness long into the future.


Melissa Santas Peterson

Partner & Chief Investment Officer, Wealth Management Practice

Connect with Melissa

Jeremy Robert

Director of Portfolio Management & Due Diligence

Connect with Jeremy

Timothy Hole

Director of Financial Planning

Connect with Tim

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