@ProlongWealth - I believe Wealth Management is to educate the Investor to take control of their Financial Destiny by teaching them Plan, Prolong, Protect Investments. Remember capital preservation is a must, never trade a stock without a stop loss.
Started with $1mm in May of 2009, portfolio now $5.7mm.
Invested a $1mm inheritance into high quality U.S. Companies with a long term outlook. Learning to hedge my portfolio. Trade options in a cash account.