Passing down assets after their own death is a low priority for many baby boomers, according to recent research, even though ...

"We're the two that are going to walk you through this process. Suneel Garg, partner and private wealth advisor at Socium ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

"So we try to have those conversations." Legacies and lessons Some clients whom Suneel Garg has worked with want their children to carry forward the work ethic they themselves exhibited.