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Meet REBECCA GARCIA
We had a conversation with Rebecca to learn her path to landing at Premier Path, the many hats she wears in addition to her role as Relationship Manager for our clients, and a bit about what it was like finishing college during the early days of the Pandemic.
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Muck Rack | Inheritance Time Bombs (and How to Defuse Them)
Michael Lehman, CEO of investment adviser Premier Path Wealth Partners in Madison, New Jersey, “We’ve had adult children inherit assets in the form of a trust, with no prior communication, and resent the fact that restrictions have been placed on their inheritance.”
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How to Help Clients Retire Early
Early retirement is about more than the raw numbers. It’s about establishing a sound financial base on which to shape a life imbued with purpose and prosperity.
Knowledge
As part of our commitment to keep our clients well-informed, we share news about our firm and the wealth management industry as well as insights about the financial world at large.