Managing Total Wealth: What it Means and Why it Matters

Libretto Team

This video was originally produced by and published in Wealth Management.

Unlike traditional portfolio management, total wealth management incorporates all aspects of a client’s financial life, says Jeffery Coyle, Founder and CEO of Libretto. This includes homes, mortgages, future earnings, Social Security, pensions, private assets, and future inheritances.

Here, Coyle discusses how this approach complements and balances other financial planning resources, with an emphasis on risk management and strategies that proactively protect against future financial setbacks.

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Important disclosure:

This interview was produced and distributed by WealthManagement.com. Libretto paid WealthManagement.com a fixed fee for the production and distribution of this interview. WealthManagement.com is not affiliated with Libretto. WealthManagement.com is not a client of Libretto, nor does WealthManagement.com endorse or recommend Libretto’s services.

This material is being provided for informational and educational purposes only and nothing contained herein should be considered, or is, investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Libretto provides advisory services to registered investment advisors and other professional advisors and does not advise individual clients. Individuals should consult their personal financial advisor or a licensed securities professional before investing.

Libretto LLC (“Libretto”) is an SEC-registered investment advisor; however such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Information about Libretto, including the services provided, the types of clients Libretto accepts and fees charged, is available on Libretto’s Form ADV Part 2A at www.adviserinfo.sec.gov. For additional information and disclosures, please see Libretto’s full disclosures.