Book cover showing a boy riding a bicycle with an adult's hand on his back, Family Wealth Report

Raised Healthy, Wealthy & Wise featured in Money.com article on experts’ resources for raising financially fit kids

04/11/2019

Raised Healthy, Wealthy & Wise by Covie Edwards-Pitt, CFA, CFP®, was featured in the Money.com article “How to Teach Your Kids About Money — and Make Them WANT to Do Chores — According to Family Finance Experts”.

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

MarketWatch speaks with Covie Edwards-Pitt on passing on money lessons to children during the holidays

11/24/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, spoke with MarketWatch on money lessons in their article, “This Thanksgiving, share your family’s ‘money history’.”

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Coventry Edwards-Pitt, lessons

The Wall Street Journal speaks with Covie Edwards-Pitt about passing money lessons onto children

11/22/2014

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, talks about passing money lessons onto children in The Wall Street Journal article, “The Holiday Opening for Family Discussions: You Can Talk About Family Finances Without Ruining Dinner.”

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Raising children

Covie Edwards-Pitt speaks with The Wall Street Journal about raising children amid wealth

11/05/2014

The Wall Street Journal interviews Coventry Edwards-Pitt, Chief Wealth Advisory Officer at Ballentine Partners and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way.”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

Coventry Edwards-Pitt blogs on Forbes.com about 3 Life Lessons Only a Real Summer Job Can Teach Your Teen

06/25/2014

Covie Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, blogs on Forbes.com, “Minimum Wage, Maximum Values.”

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Coventry Edwards-Pitt, Covie, Raised Healthy Wealthy Wise, MarketWatch, WSJ, Wall Street Journal, Women, ,Finance, Money, Heirs, keys to success, book, social impact investing, preserving

The New York Times Column Features Coventry Edwards-Pitt

07/21/2012

Ballentine Partners’ Chief Wealth Advisory Officer, Coventry Edwards-Pitt, was featured in Paul Sullivan’s “Wealth Matters” column in The New York Times entitled, “What to Tell the Children About Their Inheritance and When.”

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Tom Bullitt, CFP®, CFA, MFO

Financial Advisor Magazine Asks Tom Bullitt About Planning for Higher Education Costs

07/19/2012

Tom Bullitt, Mill Street Investment Management’s Senior Investment Advisor, offers some thoughts on saving for children’s education in general and 529 plans in particular.

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