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  • Kiplinger

    Where Do You Fall Along the Wealth Continuum?

    by Casey Robinson, CFP, Wealth Counselor, Waldron Private Wealth Dec 04, 2018 4 minutes

    As people progress through their careers, typically, their needs for financial services change as well. This natural evolution occurs for professionals, entrepreneurs and business owners -- as you advance along the wealth continuum, the complexity of your financial situation increases. And while there is no one-size-fits-all solution, given the different challenges people face, there are many common issues individuals encounter along the way.

    The beginning of your wealth journey...

    At the beginning of the continuum is where the majority of Americans find themselves. These individuals have a net worth of less than $1 million, typically have limited experience investing, and have likely earned the majority,

     

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