Are you certain your family’s financial future is secure for generations to come? 

Understanding the true value of your wealth goes beyond numbers; it’s about creating a lasting legacy.

Today on The Truth About Wealth, John and Michael Parise revisit the foundation of Copper Beech Financial Group, explore the unique concept of a family CFO, and discuss strategies to effectively preserve and transfer wealth from the first to the third generation for 100-year families. 

Tune in and gain insights into their holistic approach, which incorporates financial planning, education, and maintaining family values to ensure long-term prosperity and unity.

John and Michael cover:

• 
  
• The evolution and vision behind Copper Beech Financial Group
  
• The role and significance of a family CFO
  
• Creating 100-year family plans and the importance of generational involvement
  
• Using legacy videos to bridge value gaps between generations
  
• And more!
  

Connect with John and Michael Parise:

• 
  
• 856-988-8300
  
• Copper Beech Financial Group
  
• LinkedIn: John Parise 
  
• LinkedIn: Michael Parise 
  
• LinkedIn: Copper Beech Financial Group, LLC
  
• Facebook: Copper Beech Financial Group, LLC