Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions
  • Partnerships
    • Strategic Partnership
    • Continuity & Succession
  • Resources
    • Financial Planning
    • Investment Management
    • Practice Management
    • Continuity & Succession Planning
    • Operations Management
    • Compliance
  • Team
  • Insights
    • Articles
    • Podcasts
  • Advisor Center
Congress Wealth Advisor Solutions Congress Wealth Advisor Solutions
  • Partnerships
    • Strategic Partnership
    • Continuity & Succession
  • Resources
    • Financial Planning
    • Investment Management
    • Practice Management
    • Continuity & Succession Planning
    • Operations Management
    • Compliance
  • Team
  • Insights
    • Articles
    • Podcasts
  • Advisor Center
May 03

#49: Heather Rhoades | Estate Planning

  • May 3, 2022
  • Podcasts

Heather Rhoades is Chairman of Cummings & Lockwood’s Private Clients Group and is Partner in Charge of the West Hartford office.  She practices in the areas of estate planning, estate settlement, trust administration and charitable planning.

I really love kind of the collaborative approach in general…I find that really the clients are best served when the entire team of advisors are on the same page, have shared information in advance…And many times I find that the RIA is actually the quarterback for the client because he or she ends up interacting and speaking with the client the most out of any advisor and really knows the client the best, the family situation, the client’s goals and worries.

Heather Rhoades, Chairman of Cummings & Lockwood’s Private Clients Group

Podcast: Play in new window | Download

  • Facebook
  • Twitter
  • LinkedIn
  • E-Mail

Comments are closed.

Receive our newsletter

Subscribe

Advisor Solutions Team

Advisor Solutions Team focuses on the independent and breakaway financial advisor, addressing common strategic and managerial issues associated with building a profitable practice.

CWM Investment Team

Provides commentary on their view regarding trends in the markets.

Podcast "For Advisors"

Designed and built just for independent advisors with AUM between $20 – $300M to help them make good management decisions with information they need to run their practices.


Articles & Podcasts

  • Advisor Solutions Team (7)
  • CWM Investment Team (103)
  • Podcasts (11)

This podcast is designed and built just for independent advisors with AUM between $20 – $300M to help them make good management decisions with information they need to run their practices. This is the only podcast built specifically for advisors who feel that acting in the client’s best interest is just the tip of the iceberg in terms of client-centric business, client care, and ethical responsibility.

Tags

Carl Noble Compliance Financial Advisors Gary Seifrit Industry Trends Investments Richard Barrett Ryan Carroll Sauro Locatelli Sean Dillon Senior Citizens

Archives

Office headquarters

155 Seaport Blvd
Boston, MA 02210
Phone: (617) 428-7600 Fax: (617) 428-7699

Form ADV for Congress Wealth Management
Form CRS
Legal Disclaimers
Privacy Policy

Follow us

  • linkedin

Contact us via email

    © Congress Wealth Advisor Solutions
    Congress Wealth Advisor Solutions (CWAS) is a division of Congress Wealth Management, LLC (CWM), which is a registered investment advisor with the U.S. Securities and Exchange Commission. For additional information, please visit the Investment Adviser Public Disclosure website by searching with CWM's CRD #310873. Investment Advisory services are offered and rendered through CWM. CWM acquired Pinnacle Advisory Group, Inc. (Pinnacle) on April 30, 2021.