On-AirVirginia This Morning


Legacy planning with Stratview Wealth Management 

Posted at 2:54 PM, May 23, 2023
and last updated 2023-05-23 16:19:18-04

RICHMOND, Va. -- A recent Ipos/Northwestern Mutual survey of wealthy Americans shows most wealthy families are not having substantive conversations about their legacy plans. Today, William R. Moore III, CPWA®, CFP®, CLU®, ChFC®, AEP® of Stratview Wealth Management visited to share his insight on legacy planning and how to start the conversation. For more information, visit their website.