In a highly competitive job market, retaining high-level executives can be a challenge for privately held companies. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss ways that companies can offer their top executives c...

To building lasting wealth, it’s essential for families to hold multigenerational meetings that cultivate honesty and transparency. In this episode, John and Michael Parise discuss the importance of family meetings as part of their process at Copper Be...

So far, father-son duo John and Michael Parise have discussed many specific topics about generational wealth planning. Today, they’re taking a different approach. In this episode of The Truth About Wealth Podcast,

Are your assets protected? This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics. In the second part of their mini-series, John and Michael Parise guide you with compassion and expert...

It’s imperative that high-income families take steps to protect their assets. In this episode, John and Michael Parise explain how they help clients avoid four asset protection risks, starting with potential lawsuits.

If something were to happen to you tomorrow, what would happen to your business? This is the first question in John and Michael Parise’s insightful and action-prompting white paper, 10 Eye-Opening Questions to Protect Your Wealth. Today,

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit process is a very positive tool that can be used to determine the next steps in a client’s wealth journey.

Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational financial planning for high-income families. In this episode,

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,