Videos Detail



              Client Experience

                Our Team

                  WealthPoint Advantage

                    Business Owners & Executives

                      Family Governance

                        Preschool: “It’s not too early to start”

                          School Age: “But I’m just a kid”

                            The Teenage Years: “Real World” Lessons

                              Client Education Center

                                Hertel & Konish Wealth Management Group Events

                                  Additional Pages

                                    Envision® Planning


                                        Plan to Live

                                          FAMILY CFO SERVICES

                                            OUR PROCESS

                                              WEALTH TREE

                                                Article - After the Storm

                                                  Article - Are You Prepared?

                                                    Article - Retiring Single: 5 Strategies to Consider

                                                      Article - 3 Steps for Raising Kids With Money Smarts

                                                        Article - Is your portfolio as efficient as it could be?

                                                          Going Back to School

                                                            Article - 10 Reasons Why Beneficiary Designations Are Important

                                                              Article - Charitable giving considerations for 2021

                                                                Article - Supporting our community ... and beyond

                                                                  Article - Five ways to help protect your family online

                                                                    Financial Resources

                                                                      Our Approach

                                                                        Our Clients

                                                                          Article - Selling your business to private equity group vs. strategic buyer

                                                                            Article - Understanding donor-advised fund basics

                                                                              Article - Tools available for family business transitions

                                                                                Article - Giving well: How can philanthropy be more focused and fulfilling?

                                                                                  Article - Grandparents can teach lessons about money and investing

                                                                                    Article - Consider these three suggestions if you inherit a trust

                                                                                      Article - Its Time to Create or Update Estate Plans

                                                                                        Article - Seven Must Have Financial Conversations Before Marriage

                                                                                          Article - Understanding the per stirpes beneficiary designation

                                                                                            Article - How to build a strong management team

                                                                                              Article - Inheriting an IRA as a Designated Beneficiary

                                                                                                Article - A Guide to Priority Credit Line

                                                                                                  Article - Questions youre asking: What is considered a second home for tax purposes

                                                                                                    Article - Considerations before naming a trust as an IRA beneficiary

                                                                                                      Blog - Three Tips for Financial Cleaning & Organizing

                                                                                                        Article - The Season of Milestones: Making Sure your Wealth Plan is Aligned

                                                                                                          Article - Investing in the future with your familys past