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Episode 3 – Generational Wealth Conversations

Cobblestone Capital Advisors
Episode 3 - Generational Wealth Conversations
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Today we sit down with Chris Mooney, Managing Director of Business Development at Cobblestone Capital Advisors.

We ask Chris about:

– talking with clients about preparing for the next generation

– the important cycle of planning and reviewing

– the vital roles of attorneys and accountants as advisors

– the basics of estate planning

– being a client’s trusted advocate…and the hard conversations that come with that responsibility

– some unfortunate stories when generational planning wasn’t considered

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Disclosure: Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.