Grandparents cherish the opportunity to give gifts to their grandchildren. While toys and treats are always appreciated, have you ever considered giving a gift that could truly impact their future financial well-being?
Our latest video explores thoughtful and impactful financial gifts that can set your grandkids on the path to a fulfilling future, from saving for college to starting their retirement journey early.
Watch now to discover how you can give a gift that grows with them and provides a lasting legacy.
David Thorne is CEO at Wealth Advocate Group, LLC, an independent, fee-based wealth management company based in Beachwood, OH. With over 25 years of experience, David specializes in working with executives, helping them create proactive strategies for incentive and non-qualified stock options, restricted stock (RSUs), and concentrated stock positions. David is known for delivering a high level of service to his clients through Wealth Advocate Group’s caring-first, relationship-based approach. Dave has a bachelor’s degree in finance and psychology from Kent State University and is a CERTIFIED FINANCIAL PLANNER® professional. He has also been a featured guest speaker for several financial service associations, focusing on executive stock option planning and risk management. When he’s not working, you can find David spending time with his wife, Tiffany, and their three adult daughters. He loves participating in all types of fitness activities, including snowboarding, mountain biking, and hiking with his dog. To learn more about David, connect with him on LinkedIn.
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