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Founders and business owners like you don’t think in compartments. Your personal net worth is tied to your company. Your financial goals are tied to your business milestones. Yet, most advisors treat these as two separate conversations. You’re either paying an hourly consultant who doesn’t know your balance sheet—so their ideas lack financial context—or you’re working with an investment manager who never asks about your customer acquisition cost—so their strategies don’t reflect your business reality.

Thinking about your financial future? Whether you’re planning for retirement, selling a business, or navigating market volatility, the right strategy can make all the difference. In this insightful conversation, wealth advisor Doug Greenberg shares expert guidance on financial planning, investment risks, and business transitions. Learn how to take control of your wealth with proven strategies that work.

In an era marked by rapid social change, climate concerns, and economic uncertainty, individuals and families are embracing philanthropy as a way to create meaningful impact while also optimizing financial planning. Whether it’s through direct donations, volunteering, or socially responsible investing, giving is no longer just about writing a check—it’s about integrating purpose into wealth strategy. So how can you ensure that your generosity is both impactful and financially smart?