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Investment management
Turning our investment legacy into
long-term growth for your portfolio.
Building your investment portfolio
Answering the financial questions of the rising generations
April 23, 2025• Rising Generations
Building your investment portfolio
Contributors
Daniel Blaustein
Senior Vice President•Director of Financial Planning & Senior Financial Planning Strategist
Christina Gumm
Senior Vice President•Senior Relationship Manager
Related insights and perspectives
Rising Generations
Navigating new wealth with confidence
Building wealth today doesn’t always look traditional. Maybe your net worth is made up of stock options and other equity compensation, real estate or other future financial windfalls. That kind of opportunity can be exciting—but it also comes with real decisions around risk, liquidity, taxes, and what comes next.
Wealth planning
Beyond the portfolio: Acquiring, maintaining and protecting tangible assets
Whether you’re building your own art collection, inheriting family gems, or just want to make the most of what you own, our experts will break down practical tips to help you assess, manage, and safeguard your tangible assets.
Retirement Planning
Trump Accounts
Designed to help children build savings early with tax-deferred growth, Trump Accounts offer a new way to support long-term financial goals. Families interested in Trump Accounts should keep several important considerations in mind.
