New England Real Estate Journal | Real Estate Clients are Deeply Misunderstood by Wealth Managers

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Liz Darling was featured in the New England Real Estate Journal.

Liz Darling was featured in the New England Real Estate Journal.

Real estate clients need a different brand of wealth services, one that provides solutions to support their unique needs. In her article, Liz suggests that the wealth services model should have a stronger focus on cash management and administrative coordination for clients with concentrated real estate exposures.

Boston Real Estate, Boston Wealth Manager, Boston Wealth Services, Liz Darling, Purpose, SimplicitySusan DahlLiz Darling, LEVATUS, LEVATUS Wealth Services, Boston Real Estate Journal, Boston Real Estate, Jessica Grande, Susan Dahl