Four Ways The Super Rich Manage Wealth

Roland Gagne |

The self-made Super Rich—people with a net worth of at least $500 million that they built
through their own hard work—often possess a treasure trove of knowledge, insights and
actionable strategies that the rest of us can adopt in our own lives to enhance our success.

Here are four ways the Super Rich manage their wealth.

#1: Work with top-of-the-line experts*

No one we know has ever said, “I want to work with an inferior advisor!” The Super Rich strive to
work only with professionals who are recognized as experts by other professionals as well as by
other wealthy, successful individuals and families.

These prominent authorities are not famous because they say they are. They are renowned
among their select wealthy cohorts and other high-quality professionals because they share
meaningful insights, evidence-based methodologies and potent solutions with others. For these
elite professionals, it’s all about raising the bar for everyone.

#2: Make sure your experts are focused on the human element

Continue Reading

This report is intended to be used for educational purposes only and does not constitute a
solicitation to purchase any security or advisory services. Past performance is no guarantee of
future results. An investment in any security involves significant risks and any investment may
lose value. Refer to all risk disclosures related to each security product carefully before
investing. Securities offered through Pension Professionals. Roland Gagne is a registered
representative of Pension Professionals. Roland Gagne and Pension Professionals are not
affiliated with AES Nation, LLC.

Roland Gagne
Pension Professionals
180 Pool Street, Biddeford, ME 04005
Office: (207) 282-1122