Wealth Wisdom: Navigating the Future with Lisa DetannaEvery money decision can ripple through generations. “Wealth management is not just about managing assets; it’s about understanding the stories, dreams, and values behind those assets,” Lisa states. The Evolution of Wealth Management StrategiesThe dynamic nature of the financial world demands adaptable wealth management strategies. The Future of Wealth ManagementLooking forward, Lisa Detanna sees an ever-growing need for personalized, empathetic wealth management. About Lisa DetannaLisa Detanna is a recognized professional in wealth management, with over 30 years of experience in the industry.

Source: Forbes February 05, 2024 12:19 UTC