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Private Wealth

Talking to Parents About Money

CAP STRAT’s Wealth Team presents monthly information on wealth accumulation, planning, and preservation.

This month, Neil and Carrie guide you on effectively approaching a sensitive subject – discussing money matters with your parents. Whether you seek guidance on managing familial finances, understanding inheritance details, or initiating conversations about long-term care arrangements, this video will equip you to have these essential conversations.

Neil Davies

Neil Davies, CPWA®

Principal, Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Carrie Walters

Carrie Walters Shapiro, CFP®

Private Wealth Associate

Carrie advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Carrie.