New York Times Features Evercore Wealth Management Educational Programs

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Evercore Wealth Management clients and Minneapolis-based Partner & Portfolio Manager Martha Pomerantz were featured in an article in the Wealth Matters section of the New York Times.

The article, Making Financial Management Both Spouses’ Job, focuses on the importance of engaging both partners in the wealth planning process, even if they have very different levels of financial expertise.
 
Ms. Pomerantz observed that advisors can help start a conversation. She said that she makes a point of addressing the spouse, male or female, who seems to know less. “I make sure that other spouse feels included,” she said. “We present the material in a simple way. It’s more about what’s important to the family.”
 
To read the article click here.
 
For further information on the Evercore Wealth Management educational programs, including the Wise Women series, please contact Jewelle Bickford at jewelle.bickford@evercore.com.
 

Clients referenced here have been included based on objective non-performance based criteria. It is not known whether such clients approve or disapprove of EWM or the investment advisory products or services provided.

 

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