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GOBankingRates: Brian Dudley Quoted in “8 Signs You’ve Jumped from Middle Class to Wealthy”

, CFP®

6 minutes

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Brian Dudley CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “8 Signs You’ve Jumped From Middle Class to Wealthy.”

“To be wealthy, one needs to have assets that can withstand a long-term level of living without compromising themselves financially,” Dudley said. “This can’t be defined by a general number, in my opinion. However, there are studies that try to put a number to that question. In Schwab’s 2023 Modern Wealth Survey, people believe it takes an average net worth of $2.2M to be considered wealthy.”

Access the full article authored by Angela Mae here.

Head shot of Brian Dudley

Senior Vice President, Financial Advisor

Burlington, MA

Brian Dudley works with successful pre-retirees and retirees who are looking for a trusted partner to help coordinate every aspect of their financial lives. As a Senior Vice President and Financial Advisor at Wealth Enhancement, Brian serves as the central point of contact for his clients, bringing together a team of specialists across investment management, tax planning, retirement income, estate planning, insurance, and trust and legacy planning. His role is to simplify complexity, ensuring that every financial decision is made with a clear understanding of how it impacts a client’s overall financial picture.

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