Private Wealth Management.

“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost

As seen in South Lake Neighbors Magazine (June 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

SLN Magazine June 2019

Picture this…you just received a big inheritance, a large settlement, a huge sports contract, or better yet, you just won the lottery!  No worries now, right?  Wrong.

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As seen in South Lake Neighbors Magazine (March 2019)

By Marc D. Langva, CFP®, Founder & CEO at WorkOptional

Why do you save? Why do you invest? What is all that hard work for? What is your purpose? It’s because you have a vision, a dream, and certain expectations for you and your family’s future, right? If you answered yes to this question then I’ll assume that you have some sort of plan in place. If you don’t, you’d better get moving…

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By Neal Freyman
Published by Morning Brew | October 31, 2018

Wake Me Up When October Ends
Can you really blame Wall St. for cueing up Mariah Carey?

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