Page 7 - Forbes Magazine-September 30, 2018

GOAL

KEEPERS

What’s your retirement number? Who cares? America’s Top Wealth Advisors

are dangling second homes, charitable foundations and lavish vacations
as they borrow from behavioral science to rewrite their advice playbooks.

BY HALAH TOURYALAI AND ASHLEA EBELING
hen a longtime client announced husband, then both fiftysomething surgeons, were already
she wanted to buy a million-dollar socking away enough to maintain their lifestyle in retire-
vacation home on Martha’s Vineyard ment. And Van Dusen, founder of LVW Advisors in Pitts-
within the next ten years for cash, ford, New York, expects clients to share their goals, even FRANCO VOGT FOR FORBES
financial advisor Lori Van Dusen those that might seem like a stretch.
W didn’t flinch. The woman and her That’s because she manages her clients’ money (about

98 | FORBES SEPTEMBER 30, 2018