Yes, wealth is your money, assets, and earning power. But wealth also includes the well-being of your family, education of your children and grandchildren, the time to enjoy life, happiness, love, personal freedom, and leaving a legacy. Only you can define what wealth means to you.
We help you Define Your WealthSM clearly and comprehensively and help you set realistic goals for achieving your hopes and wishes on your own terms.
Define Your WealthSM is a continuous process of staying on a plan to achieve your goals as life changes, while keeping your goals and dreams aligned with practical financial realities.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Aquilant, LLC, a Registered Investment Advisor. Cambridge and Aquilant Advisors are not affiliated. Charles Schwab and Co. Inc. and Fidelity are the unaffiliated qualified custodians for Advisory accounts of Aquilant Advisors. Registered in IL, MO, CA, MI, MS, TN, OR, KY, FL, TX, NV, OH. Check the background of this investment professional on FINRA's BrokerCheck.