| Where Success Meets What Comes Next. |
| You’ve built a successful career. You’ve created wealth. You’ve accomplished your goals; All things that may once have felt beyond your wildest dreams. But success rarely stands still. Careers evolve, families change, priorities shift, and new opportunities emerge. As your life becomes more complex, your financial strategy should continue to evolve alongside it. At this stage, wealth and investment planning becomes about more than building wealth. It’s about being intentional with what you’ve created and aligning your investments, planning strategies, and long-term priorities. The decisions you make today can help ensure your wealth continues to support the people, priorities, and causes that matter most to you. Year-end offers a natural opportunity to take a step back and ask:Does my wealth and investment plan still reflect where I am today, and where I want to go next? For some, that may mean thinking more intentionally about charitable giving, including strategies such as donor-advised funds, revisiting estate planning strategies, evaluating concentrated positions, reviewing private investments, and considering how tax and investment decisions fit into the bigger picture. It can also be an opportunity to revisit goals that may have changed as your career, family, and definition of success have evolved. These decisions don’t exist in isolation. They are pieces of a much bigger picture, one that connects your wealth with your family, your career, your values, and what you want the next chapter to look like. You’ve achieved success beyond your wildest dreams. Has your plan and investment strategy continued to evolve with you? Please reach out to our team to schedule a conversation and take the first step toward creating greater clarity for the future. Warm regards, Stephanie, Andrew, Robert, and Vincent |
| Stephanie Ackler, CFA President and Co-Founder stephanie.ackler@wfafinet.com | Office: 212.205.2825 Andrew Bennett, CFP® Vice President, Financial Advisor andrew.bennett@wfafinet.com | Office: 212.205.2983 Robert Karp, CFP®, CRPC®, AIF® CEO, Managing Partner robert.karp@wfafinet.com | Office: 212.205.2876 Vincent DeSimone CFP®, CRPC®, AIF® Managing Director, Co-Founder vincent.desimone@wfafinet.com | Office: 212.205.2979 |
| 1350 Avenue of the Americas | Suite 2405 | New York, NY 10019 Tel: 877.239.7446 | www.akdwealthpartners.com | Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). AKD Wealth Partners is a separate entity from WFAFN. |
