The professionals at Withum Wealth Management anticipate these trends will be carried forward by millennials, who want to make a difference and will. “We also would not be surprised to see some type of premium awarded to top-ranked ESG companies in the future,” said Ferrare.
Withum Wealth is a private wealth management firm specializing in lifestyle planning, personalized wealth counsel and tax-sensitive portfolio management that aligns with each client’s beliefs and convictions. The highly qualified team includes financial analysts, advisors and CPAs as well as vast in-house resources committed to seamlessly integrating diverse wealth-related services. Withum Wealth advises clients in investment management matters as they navigate each new stage of life, including home purchases, business transitions, retirement planning, divorce, death of a spouse and inheritance.