How Devin J. Garofalo Helps Clients Prepare for…

Devin J. Garofalo , AIF®, the Chief Executive Officer at Colonial River Wealth Management, guides clients through one of the most consequential financial transitions of their lives, the transfer of generational wealth. As family assets shift to younger generations, financial and emotional considerations intertwine. This process determines not just who inherits, but how a family’s values,…