Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer and author of The Healthy, Wealthy & Wise Collection, was interviewed by Financial Advisor IQ’s Bruce Love on how advisors can help clients manage the nuanced changes that come with retirement. In the interview Covie discusses how many changes occur that have little to do with the workforce and how advisors are in a unique position to help.
“…it can take some encouragement from some outside advisor or coach to have them step back and really reflect on, how do I want to use these years? What’s going to really give me the deepest sense of meaning?”
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.
