Must Your Wealth Feel So Heavy?

I want you to roll back the clock to when you realized you had "wealth."

Like real wealth...

Maybe it was years in the making, working and building.

Maybe it was part of a "family transition," with the veil finally being lifted fully.

Actually, I want you to roll back the clock to the minute before that...

When you thought about having "real wealth" as a real possibility,

• Did you think of it as heavy or light?
• Did you think of it as freedom or a burden?

I hope that, at least in that moment, you could envision it as light and freeing.

After all, that's what money is meant to do.

It's meant to allow you to have more control over:

→ your time

→ your experiences

→ and the world around you

We have a word for that: It's Agency.

Agency is all those things.

But in its essence, it's control and freedom.

When Did It Get So Heavy?

If you're like me, you hate labels.

I think "high-net-worth investor" is dehumanizing. It's a wealth-management-industry euphemism for people with dollar signs in their eyeballs.

But I worry that "stewards of wealth" is even worse, because it places the burden on you to "measure up."

I don't care if you made this wealth or if it was passed down to you, "steward of wealth" is meant to communicate that the stakes are high for real now, and that there are serious ways to screw things up.

The world is telling you "don't f* this up."

My guess is maybe you're telling yourself "don't f* this up."

That's a lot of pressure and a lot of measuring up.

I wish it stopped there.

But then heaviness builds on top of heaviness.

When I close my eyes, I see it as your money getting trapped in thick dark mahogany.

You know what I mean?

Before you know it, you have:

• Ten separate accounts, hundreds (maybe thousands) of positions
• Statements and reports that consume full reams of paper
• Private placements that have so-called liquidity windows (and liquidation fees)

...And no clear sense of what any of this adds up to.

And you're supposed to either "get it" or let go.

Eech...

I think there is a better way.

My guess, you think there is a better way too.

🔔 Here's how I can help you regain control over your portfolio

1. Follow me on LinkedIn: Jonathan Treussard, Ph.D.
2. Sign up for my newsletter at here
3. Schedule a complimentary intro call

Disclaimer: This content is for educational purposes only and does not constitute financial advice. It contains no prediction about the future. That's the point of this piece. We don't know the future. Investing involves risk, including potential loss of principal. Please consult a financial professional before making investment decisions.