Weichert, Realtors’ Post

What are the moments you cherish most with your loved ones? How do you balance family time with other commitments? This Saturday JOIN US - More Than Money. We have limited tickets, so DM me "READY" #liverich #morethanmoney #conclave #markrolton #propertyinvestment #familyfirst #financialsuccess #longtermsuccess #financialfreedom #propertyoptions #profitabledevelopment #propertydevelopment #propertystrategist #secureyourfinancialfuture #smartinvesting

When I look back on buying my first property, I remember being terrified. Now, I've grown my portfolio and can't imagine doing anything else to create a legacy for my grandchildren. How has your life changed from taking a big risk? #realestateinvesting #multifamilyinvesting Connect with me to learn more!

At BBR, we understand that success often requires sacrifice.  Serving our clients sometimes means spending time away from our children and spouses, but we believe these moments of sacrifice are stepping stones toward a brighter future for our families.  Our commitment to prioritizing our families is unwavering, yet we know that guiding transactions to the finish line occasionally demands our dedication and time.  We make these sacrifices today so that our kids can enjoy a better tomorrow. Thank you for trusting us with your dreams—your success is our purpose.  #BBRcommitment #familyfirst #clientsuccess #futurefocused #sacrificeforsuccess #realestate #realestateagent #homebuying #homeselling #propertymanagement #realestatelife #realestateinvesting #realestatetips #firsttimehomebuyer #dreamhome #realestateexpert #realtorlife

Why Sentinel Trust? We know your family. We help families of wealth succeed and simplify. Our deeply personal level of service is based on knowing our clients’ hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We focus only on very high net-worth families. These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication. #sentineltrustcompany #togetherfamiliesprosper #wealthmanagement #multifamilyoffice #wealthplanning #personaltouch

Secure your future with a solid and sensible estate plan.

We are so lucky to live in the greatest country that gives us the freedom to live our lives as we choose and have a legacy to use in the way that we choose! #investments #financialadvisor #financialplanning #legacy #Packy #AskPacky

How do successful families ensure their wealth and values endure across generations? 🏛️💡 The answer lies in structured planning—trusts and wills with clear provisions that outline strategies for continuity, prevent mismanagement, and promote family values. By involving trusted wealth management professionals, families create a roadmap to secure a legacy of success and balanced decision-making for generations to come. If you’re looking to safeguard your family’s future, the time to start planning is now. #GenerationalWealth #LegacyPlanning #WealthManagement #FamilyBusiness #FinancialWisdom "Your share could inspire someone to secure their family’s legacy today. Thank you for spreading the word!

A family champion - someone who is dedicated to the preserving of a family's values and legacy - is one of the critical roles when it comes to preserving and growing wealth across generations. Learn more.

So what did you do yesterday? Among other things, I attended a client's funeral. This makes the third one at the exact same funeral home in the past year. A few observations that I made: 1. All three died with plenty of money. Would they have spent their time and money any differently if they knew what their future looked like? 2. Funerals are a great place to learn something new about someone you likely knew pretty well. 3. Who will be taking care of my family's financial affairs if the proverbial beer truck hits me? I am the "financial guy" in my household and my own financial advisor. One benefit of working with a financial advisor is knowing who to call when someone passes away. If Lisa or I don't know the answer, Baird has a deep bench when it comes to estate settlement.

Here's some news that will brighten your day! We would like you to meet Charlotte Elizabeth Lockwood, who is now a member of the Oakwood Wealth Partners kids club! We are so happy for Nick and Sarah Lockwood who became parents for the first time. We are pretty sure she will become a financial planner, following in the steps of her dad, and grandfather, Mike Lockwood. #oakwoodwealthpartners #financialplanner #wealthplanner