This book is designed for families who understand that wealth is something to be nurtured, not merely enjoyed. It offers a practical roadmap for cultivating “Wealth Gravitas”—a profound sense of financial responsibility, respect and foresight that empowers families to preserve and grow their wealth for generations to come.
Margaret Sucré-Vail is an investment advisor representative, Founder and Principal of Sucré-Vail Wealth Advisors, a Registered Investment Advisory (RIA) firm. She is a specialist in wealth management services for high-income professionals and high-net-worth (HNW) clients, with more than 40 years of experience in finance, insurance and investment services. In 1982, she began in the insurance industry and immediately knew she had a passion for working with people to ensure that they were protected from unnecessary risk. There, her deep passion and commitment to the industry were born. She made her debut in the financial services industry in 1987. Margaret completed her Accredited Wealth Management Advisor (AWMA) designation through the College for Financial Planning, as well as the Accredited Investment Fiduciary (AIF) designation. She has also received extensive specialized training in the psychology of financial decision-making for healthcare professionals, giving her a unique perspective on the emotional and behavioral aspects of wealth. Margaret’s expertise in risk management, wealth psychology and legacy planning, serves as a guiding force for high-income professionals and HNW clients seeking financial stability and long-term family wealth stewardship. According to Margaret, “Now more than ever, high-income professionals and high-net-worth (HNW) clients need full-service wealth management solutions that provide security without unnecessary risk. As advocates for our clients, we take that responsibility seriously.” Margaret believes life is like riding a bike—balance is key. Use training wheels if needed, fix your own flats and never ride alone. Wealth, like life, isn’t a race—it’s a journey meant to be enjoyed, preserved and shared.
