A new year can be a fresh start for wealth managers and their clients. Opening conversations set the tone for the New Year and getting clients to focus on their finances early can help them in myriad ways.
RegentAtlantic Capital Wealth Manager Jane Newton works with the already investment savvy: senior-level women on Wall Street. But they, too, benefit from a hand with putting their "financial house in order," according to an announcement Feb 8. Newton has developed a list of "10 must do's," to help her clients to achieve fiscal "fitness." She advises clients to: "Invest in yourself early in the New Year so you can focus the rest of the year on the things that really matter to you," according to the release.
Newton has a web site that's dedicated to her clients and runs a "Wall Street Women Forum" –an invitational event just for this special group. But the advice Newton provides is important for both sexes.
