Trailhead Wealth Managment, LLC
Bryan Pieper and Greg Stringari, or Pipes and String as they are better known, are bringing an abundance of experience in the financial services industry directly to you through our series, Tips for the Trail! As co-founders & partners of Trailhead Wealth Management, located in Louisville, Colorado, they have set out to create a new standard in the financial services industry focusing on high-quality client service, knowledgeable advice from experienced and reliable advisors, and striving to provide simple, easy-to-understand plans that help clients reach their financial goals.
With each episode, Pipes and String will address a new topic relevant to your life and financial well-being. Aside from sharing their wealth of experience in this field, the stars of our show will showcase how Trailhead Wealth Management guides their clients towards making well-informed decisions to help position their respective finances.
Service, advice, and simplicity are the centerpieces of everything Trailhead Wealth Management does. So come join us and allow Pipes and String to provide you with some necessary tips for the trail!
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Wells Fargo Advisors Financial Network did not assist in the preparation of this report, and its accuracy and completeness are not guaranteed. The opinions expressed in this report are those of the authors and are not necessarily those of Wells Fargo Advisors Financial Network or its affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Additional information is available upon request.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Trailhead Wealth Management, LLC is a separate entity from WFAFN.
In the second installment of Tips for the Trail, Pipes and String explore the complex nature of inheritances and how they impact everyone involved.
It’s an unfortunate fact that inheritors aren’t often ready for the challenges presented with an inheritance. This lack of preparation can not only be hazardous to the wealth itself, but also the inheritors health. In this episode, Pipes and String dive into how affluent families are preparing their families for inheritances, and how we can all take a page out of their playbook.
So sit back, relax, and allow Pipes and String to provide another batch of tips for the trail!
Timecodes:
00:25 – Recapping the talking points from our inaugural episode
01:53 – Why inheritances can sometimes be a double-edged sword
03:42 – An overview on some of the internal and external challenges presented to heirs
04:45 – What affluent families are doing today to prepare their families for receiving inheritances
06:00 – Where to begin with fostering financial intelligence among the heirs
07:30 – How an heir’s current views on wealth can factor into the conversation on inheritances
10:00 – A more appealing approach to this conversation with your heirs
12:12 – Additional elements family leaders should be considering on this front
15:24 – Regardless of the size of the inheritance, there is an opportunity to educate the heirs
17:32 – Who families should turn to for help in educating their heirs
20:28 – Closing remarks
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