Our mission at Douglass Winthrop is to serve as our clients’ trusted advisor. In addition to managing equity and balanced investment portfolios, we help formulate financial plans and advise on matters pertaining to preserving our clients’ wealth. In this edition of our video series, Managing Member Lea Highet takes about five minutes to discuss a number of timeless wealth management topics that one should consider, as well as a few more timely recommendations for year-end 2020.
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We hope you find these video commentaries timely and valuable. We welcome your questions, comments and suggestions for future topics.