Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

In this inaugural episode of The Truth About Wealth Podcast, you’ll meet John and Michael Parise of Copper Beech Financial Group. This father-son duo works with families in the southern New Jersey-Philadelphia area, offering them supports in their generational financial planning.

In this episode you will learn:

• How John Parise got his start in finance and how it shaped the way that he and his team developed focused strategies in generational financial planning
• Why Copper Beech acts as a CFO for families rather than working in siloed sectors
• How Michael Parise uses his law background to help clients prevent generation-planning problems before they occur
• The financial philosophy of Copper Beech…or rather, philosophies
• That you don’t know what you don’t know—and how Copper Beech can provide you with education and counsel
• Who John and Michael are outside of the office
• And more!

Check out this first episode and get to know John and Michael Parise, the men of Copper Beech Financial Group!

Resources:  Copper Beech Financial Group