As the founder of Linden Wealth Management, I serve couples and individuals who seek an active role in building their wealth over time.
Are your investments fully aligned with your goals and your hopes for the future? Are you seeking a financial advisor who will listen more closely to your needs, providing continuous insights to help you navigate risks, reduce costs and achieve greater returns?
In working with me, you will find I am not an investment broker who earns commissions from the sale of specific products. Instead, I serve as your fiduciary -- which means that every step of the way, I place your interests first. I benefit only from providing you with the guidance and support you need to achieve your financial objectives.
Together, we will create an open conversation about what matters most to you. This isn’t a one-time chat or an annual meeting that skims the surface of what’s happened with your portfolio lately. It’s an ongoing dialogue about your money and your life and how to keep the two in tune with one another.
Wealthier individuals and entrepreneurs often tap out on how much they can contribute to their 401(k) or retirement plan. They have few options other than to invest excess cash through a taxable brokerage account. What if there was another way to get tax-deferred growth?
The ranks of the self-employed are growing by the day. It's estimated that more than 42 million Americans earn some form of full-time or part-time income.
If you're self-employed, with no other full-time employee other than a spouse or business partner, you might consider opening a Solo 401(k).
The Relationship Between Wealth and Well-Being
Does money make you happier? Yes, but not always for the reasons you might think.
BlackRock conducts an annual survey called "Investor Pulse." Each year it explores a different theme. This past year focused on whether money makes you happier.
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