• Concentrated wealth exists when a single asset makes up more than ~10% of net worth
• Homes, businesses, stock options, crypto, and meme stocks are common sources of concentration
• Concentration can boost growth—but also increases risk, liquidity constraints, and tax exposure
• Diversification helps reduce downside risk and improve flexibility over time
• De-concentration should be gradual and aligned with risk tolerance and goals
• Planning with an advisor helps manage concentration without derailing long-term strategy
What is concentrated wealth and how does it affect your long-term plan? In this webinar, we debunk misconceptions and showcase how to put concentrated wealth to work for you.
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