Connect with us

Financial Podcasts

The Importance of “Transition Points” in Building Lifelong Wealth

Published

In this premiere episode, you’ll meet Tim Scannell, the managing director and partner at High Tower Great Lakes Wealth Management. Tim is a Chartered Professional Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Related: The One Thing in Common the Happiest Investors and Retirees Have

Related: Understanding Your Portfolio and Why You Own What You Own

Tim works with entrepreneurs and business professionals to proactively plan for their financial futures. He helps his clients set financial goals that launch them on the path to success.

In this episode, you will learn:

  • Why Tim chooses to work mostly with family-owned businesses
  • How High Tower Great Lakes Wealth Management remains active in the community
  • The importance of “transition points” in building lifelong wealth
  • Who Tim Scannell is and why he does what he does
  • And more!

Tune in now and get to know Tim Scannell in this debut episode of The Wealth Stream podcast!

Resources: HighTower Great Lakes

Continue Reading

Trending