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Plan for healthy and wealthy aging

Author and Chief Wealth Advisory Officer, Coventry Edwards-Pitt, CFA, CFP®, was interviewed for Financial Advisor IQ about her new book, Aged Healthy, Wealthy & Wise. She spoke at length about how wealthy individuals can plan to have happy and healthy later years, including key characteristics of happy elders and steps individuals can take to make the most of retirement and beyond and to ensure their loved ones are left with clarity, not confusion.

Watch the interview and read the transcript at Financial Advisor IQ.

Coventry Edwards-Pitt, CFA, CFP®, is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She began her career at Goldman Sachs after graduating from Harvard University. Covie has been recognized as one of the “50 Most Influential Women in Private Wealth” (Private Asset Management 2016). Covie is also the author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way (2014).  Since its publication, Covie has spoken at over 70 events for wealth owning families and their advisors, sharing the book’s key messages about what works when raising children amid wealth. She lives in the Boston area with her husband and daughter. Learn more about Coventry Edwards-Pitt.

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