Multi-generational family discussing estate planning and wealth transfer over dinner outside

The Largest Wealth Transfer in History Is Underway. Is Your Estate Plan Ready?

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When Ego Enters the Portfolio: What Behavioral Finance Reveals About Confidence and Bias in Investing

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Employer Equity: A Key Part of Your Wealth-Building Strategy

Kimberly A. Houston, CFP®, CRPC® 8/16/25 Kimberly A. Houston, CFP®, CRPC® 8/16/25

Employer Equity: A Key Part of Your Wealth-Building Strategy

Stock options and RSUs can be confusing, but they also hold real potential. Learn how to approach your employer equity with clarity and strategy.

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Investment advisory services are offered through Innermost Wealth Management, LLC (“IWM”), an independent, woman-owned and woman-led Registered Investment Adviser with the State of Michigan. IWM may only transact business in jurisdictions in which it is properly registered or qualifies for an exemption or exclusion from registration requirements. Registration does not imply any particular level of skill or training and does not constitute an endorsement by any regulatory authority. This website is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities or investment advisory services. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Please review our full legal disclaimer and Form ADV for additional information.

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