Author: Randolph

Protecting Clients From Their Families

[https://www.accountingtoday.com/opinion/protecting-clients-from-their-families  John Napolitano, CFP, CPA, is chairman and CEO of U.S. Wealth Management in Braintree, Mass. Reach him through JohnPNapolitano on LinkedIn or (781) 849-9200.] ———————————————————————————————————————————————————————————————– Most prospective clients come to you thinking about protection against unnecessary investment risk, taxation, estate planning, etc.…