Two-Comma Wealth: Investment, Tax, and Estate Strategies to Consider When Your Net Worth Exceeds a Million Dollars

Two-comma wealth is the American Dream. We see million-dollar prizes offered on countless game shows, and often as kids we fantasize about what we could do with that much money. So when you've worked hard, made strategic choices, and find yourself standing at the threshold of that new chapter in your life, it's only natural to wonder, "Where do I go from here?"

Becoming a millionaire brings a new level of responsibility: the decisions you make can have a profound impact on your financial future and the legacy you leave behind. This can be overwhelming, especially when financial pundits on TV, podcasters, fad investors, and maybe even your brother-in-law or neighbor are all telling you what they think you should do with your money.

In Two-Comma Wealth, financial advisor George Stefanou, a twice-recognized Forbes Best-In-State Top Next-Gen Wealth Advisor*, draws on his more than fifteen years of professional experience partnering with clients to manage their wealth and investments, tax considerations, and estate strategies to help you confidently navigate the unique challenges and opportunities that come with two-comma wealth. You'll learn how to not only responsibly manage and navigate the complexities of wealth, but also translate it into true, lasting happiness.

*Forbes Top Next-Gen Wealth Advisors Best-In-State for Florida in 2023 & 2024, published in August each year, research by SHOOK(R) Research LLC, data as of March of the same year. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance, or client feedback.