Newsroom · Media appearances

GOBankingRates: Charlie Massimo Featured in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me”

Wealth Enhancement Newsroom · July 30, 2024

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by GOBankingRates in “I’m a Financial Advisor: These Are the Top 4 Questions High Net Worth People Ask Me.” 

In the world of high net worth clients, Charlie sees one critical concern looming especially large: The question of whether they will outlast their wealth — or vice versa. 

Access the full article authored by Nicole Spector here.