Wisconsin Golfer - May/June 2011

Be an active steward
How will you interact with your wealth?

or most of us, wealth is accumulated throughout our lives and is the result of years of hard work and sound decision making.

You’ve earned that wealth in any number of ways – perhaps by pursuing your passion, committing yourself to a career or selling a business you’ve created. Faced with the significant responsibility of soundly managing and deploying the wealth you’ve accumulated, the question quickly becomes – now what?

You must decide how you will interact with your wealth. How are you going to use your wealth? Are you going to seek the assistance of an advisor? When are you going to deploy it? Are you going to remain active in the process?

We at Windermere Wealth Advisors have faced these decisions ourselves, and the company was created to serve like-minded individuals.

What does it mean to be an active steward of your finances? For starters, active stewards recognize the management of

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their wealth as a new business venture, one of equal or greater importance to that which helped them create their wealth. They want to be involved in the process, understand the key variables and make the ultimate decisions concerning their wealth.

Active stewards also view their financial
in the present day and are not waiting for
an intergenerational transfer or to cash it
all in for a life of luxury.

Hawks Landing
Golf Club now
offers shared
and non-resident
memberships.
See our website
for a complete
listing of our
generous
membership
categories.

HOW ARE YOU GOING TO USE YOUR WEALTH? ARE YOU GOING TO SEEK THE ASSISTANCE OF AN ADVISOR? WHEN ARE YOU GOING TO DEPLOY IT?

Our 7,200 yard course is
spread out over a rolling
landscape. Experience the
course in person.

advisors as trusted constituents in the business of managing wealth. Much like a board of directors or trusted business partner, financial advisors serve active stewards by providing expert input and outside perspectives. They educate clients about markets, explain the rationale behind investment strategies, introduce them to new and innovative ideas and challenge their thought processes.

Importantly, active stewards live and act
in the here and now. Whether it be for
family, charitable causes or a retirement
dream, active stewards deploy their wealth
family more about investing and allow
them to share in the process. Another
dedicates funds to run a summer camp.