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Author Lori Gervais Releases Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations

Adam Torres and Lori Gervais discuss Lori’s new book.

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Show Notes:

New book alert! In this episode,  Adam Torres and Lori Gervais, CFP®, Financial Advisor at Baird and Author of Pass It On: Transferring Wealth, Wisdom, and Financial Smarts to Future Generations, explore Lori’s new book.

About Lori Gervais

At The Gervais Group, they strive to understand their client’s values, goals and relationships. This allows us to recommend investment solutions and manage financial plans based on their individual objectives. They work with clients to provide customized Wealth Management (WM) through a three-part model: investment consulting (IC); advanced planning (AP); relationship management (RM). IC + AP + RM = WM.

They serve wealthy families, individuals and foundations. Their sweet spot is families and individuals, nearing or in retirement, of about $2 million to $20 million in wealth. Entrepreneurs, medical professionals or someone who acquired wealth via death, divorce or an inheritance are typical profiles of clients who can benefit from their service. Each solution they bring to their clients is customized to their specific needs and desires, while working alongside their accountants and attorneys.

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