Descriptions:
After working with high-net-worth clients for many years, the founders of HJ Wealth Management, Jay Heller and Brian Kohute, devised a systematic discipline for managing wealth. They call the innovative process, The Progression Of Wealth®, to emphasize the long-term commitment required to succeed financially. Since publishing a book describing their process, The Progression Of Wealth® has received attention in the national press and has been the subject of industry seminars for financial professionals.
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