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 Clients

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

                                                                              Our Approach

                                                                                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