Protecting one's assets is an integral part of wealth management, especially during changing times. In this episode, advisors from Apexium Financial LP will join us to review the fundamentals of wealth management and best practices for wealth preservation.

Key Takeaways:

- A general understanding of wealth management

- The importance of creating an investment plan and sticking to it

- The risk involved with traditional bond/stock portfolios and how to adapt

C-Suite Snacks brought to you by Citrin Cooperman.

Learn more Citrin Cooperman at www.citrincooperman.com/