Michael J Nedreski on LinkedIn: Who we serve | White Oak Wealth Planners | Erie, PA - (2024)

Thanks@tsgmobilebayfor the shout out and blog post!. . .#repost@tsgmobilebayON THE BLOG ||@leavellinvestmentshas been committed to helping families live their legacy for over 40 years. We asked three of their Investment Counselors the same four questions to get a deeper understanding of the firm’s core principals from different perspectives. Click the LINK to read more about Leavell Investments.

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The Holy Grail of Investing is out NOW!Join Tony Robbins and Christopher Zook as they uncover the strategies of many of the world’s greatest investors from the worlds of Private Equity, Private Credit, Private Real Estate and Venture Capital.Pick up a copy today!!!! ALL profits for this book will be donated to Feeding America through Tony Robbins’ One Hundred Billion Meals Challenge.#investing #theholygrailofinvesting

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Such an honor to get to talk (and get into the weeds) with Bryce Robertson. What a solid, intelligent, and giving man-- Thanks, sir. I genuinely enjoyed this conversation. We get deep into various lanes of investing, event production, family, adventure, and more.#events #investing #multifamilyinvesting #family #adventure https://lnkd.in/gYaV9cW2

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Only 2 short months until NSCP National Conference! If you are a compliance officer in financial services, mark your calendar, the RRS team will see you there 😁#RRSCompliance#NSCP#ComplianceProfessionals#2023Conferences#2023Events#RegulatoryCompliance#RegulatoryPanels

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The transfer of your wealth - both your VALUE and your VALUES - amounts to so much more than a major estate planning obligation. We see it for what it is: an opportunity for your family to grow closer; an opportunity to share not only your wealth, but the values that have helped you build and sustain it through the years; an opportunity for open,honest, future-focused conversations with loved ones about business succession, charitable giving and diligent stewardship.A thoughtful approach and coordination with your financial advisor are critical as you move through this process. I provide my clients the support, tools, and information needed to rise to the unique demands of wealth – for the good of your family and the causes you value most.Learn more about preserving wealth across generations on my website. Then, let's talk about preparing YOUR legacy for future generations.

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Have you wanted to get an insider look into family offices? Been curious about what the impact investing process entails? Look no further! Tune in for this week's Behind the Win episode to hear a great conversation between Sean and Marcia Nelson, the Managing Director at Freedom Capital Markets and Family Office, today!Listen here: http://ow.ly/vxW250OosC8#behindthewin #lsiwins #finance #familyoffice #investing #freedomcapitalmarkets #privateequity #philanthropy

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Aspire to… Elevate your knowledge.In our first special edition of NB Private Wealth Aspire, 2023 Year in Review and Look Ahead, we share a retrospective look at the past year's market dynamics and a #strategic outlook for the year ahead. This issue includes, but also goes beyond, our typical focus of investment and wealth management capabilities and dives into #succession planning, the impact of #philanthropy on communities, and our Neuberger Berman heritage. Let’s explore together, click the link below for more.https://lnkd.in/gyawqT9C

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Investing in Multi-Family: The Opportunity of a LifetimeINVEST or PARTNER with Vinney - https://lnkd.in/gwdt_KhPLEARN from Vinney - https://lnkd.in/gKT5qxA4

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Do you need help understanding investment taxes & their impact on your portfolio? In this video, we will review the different strategies available to help you become a tax-smart investor.#Investments #FinancialPlanning

There are many ways to invest and the concept of Faith Based investing has been around for a long time. AssetMark Financial Holdings Inc gives a nice overview of some choices.https://lnkd.in/g9zwFs6u