Reflecting on a year of growth at DWM, Jenna Weseen shares her journey from uncertainty to a licensed financial advisor, embracing new roles and life-changing experiences.
Reflecting on the profound loss of Sylvia, a cherished member of our family and team, and how her unexpected passing underscores the importance of financial planning, wealth protection, and being prepared for life’s uncertainties.
Recounting my emotional journey of delivering a life insurance death benefit for the first time, and how it deeply impacts the role of an insurance agent, especially when it’s personal.
Retracing the origins of the Family Wealth Office and how it evolved into The Real Wealth Management™ Office – an Integrated and Coordinated Approach to Wealth Management for all families.
Discover how Real Wealth Management™ elevates financial advisory with a collaborative, multi-faceted approach, ensuring your family’s wealth is built, maintained, and sustained for generations with true peace of mind.
On November 12, 2023, The Knowledge Bureau presented Marie DeLauretis with an award called the Fellow of Distinguished Financial Services. It was presented by Evelyn Jacks, esteemed financial author, professional and president of The Knowledge Bureau, the provider of World-Class Financial Education. Learn more about this event here.