The Wealth Mentor

Is Your Wealth Plan Outdated? Fix It Before It Fails


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A wealth plan that worked yesterday may not protect you today.

Host Stacey Chillemi talks with Susan Lindeque, founder of Avestix, about how to modernize your wealth strategy, protect your data, and build a plan that actually supports your future.

ย Youโ€™ll learn:
๐Ÿ” How to protect your wealth in a digital-first world
๐Ÿ‘ฉโ€๐Ÿ’ผ Why women-led wealth is reshaping the future
๐Ÿ“Š How to get clarity across complex financial data
๐Ÿ›๏ธ How better structures reduce friction and risk
๐ŸŒฑ How to build a legacy that lasts across generations

Connect with Susan Lindeque
๐ŸŒ Website:ย www.avestix.com
๐Ÿ”— LinkedIn: https://www.linkedin.com/in/susanlindeque
๐Ÿ“ฉ Email: [email protected]
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The Wealth MentorBy Susan Lindeque