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The Wealth3 Approach

By The Lerner Group

Your Family’s Guide To Wealth, Values & Legacy

What is The Wealth3 Approach?

We like to think of wealth planning in an unconventional way. We believe that your family values are the foundation your wealth is built on.

Our wealth approach utilizes strategies that foster communication and inclusive family education to encourage intentional decision making. This blog aims to guide your family through the three principles of wealth: Wealth, Values and Legacy. Our goal is to ensure that these principles work in harmony to help you build a legacy wealthier than money!


The Lerner Group