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Private Wealth

How & When To Teach Your Kids About Money

In our monthly CAP STRAT Wealth updates, our team presents information on wealth accumulation, planning, and preservation.

This month, Neil and Molly bring you tips for teaching your kids about money. Find out when to start and how to make learning about money engaging. From setting up allowances to teaching the value of saving and budgeting, get advice to equip you with the tools to raise financially savvy kids. 

Neil Davies

Neil Davies, CPWA®

Principal, Director of Private Wealth

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.