FAQ Friday: Growing wealth

Friday, December 5th, Attorney, Steven Berger talks about growing wealth.

Steve went to Annapolis and saw Dr. Anirban Basu who is a principal economist as far as Maryland goes. He had a chart showing how the wealthy are getting even wealthier and most of the wealth resides in the top 10%.

Our clients are more in the 50-90% range. Our clients in the bottom 10% need even more help in growing their wealth.

We are looking at another budget deficit in Maryland. While AI is more prevalent, it’s not quite doing what we need to do yet and our clients still prefer the personal touch. Our prices with our firm will be going up January 1st so that we can keep up with the level of service our clients expect us to provide.

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