Case Study: How A Growing Family Designed a Wealth Management Plan for Now and for Life

Paul FennerNew and Growing Families

wealth management growing family

This story shares how one TAMMA Capital client family managed to balance the needs of their growing family and busy careers with a wealth management plan to help them navigate their financial needs for the present and the future. THE SITUATION The Winters* Family:  Jennifer, 35; Brian, 38, twin girls, 9 and son Andrew, 7. Jennifer is a marketing director, … Read More