Wealth Counseling is the art of integrating the wealth with the self. The receipt of wealth, whether sudden or gradual, inherited or a business windfall, should be an empowering and life-enhancing event.  However, this is too often not the case.  Many people of high net-worth experience money as a satellite, floating around outside of them, disconnected and distant. They may be afraid of their wealth. They may be ashamed of their wealth. They may be angry at their wealth. Perhaps difficult family dynamics are played out in the generational transfer of wealth. Perhaps wealth has come suddenly, leading to "money shock," or a threat to the identity.  Perhaps one member of a married couple comes into the marriage with wealth, and the other does not, causing unsettling feelings.  These problems may make the wealth seem a burden, rather than a blessing.  The issues can affect conscious and competent decision-making and priority setting.  Wealth Counseling addresses these problems with individuals, couples, families, and family businesses. The goal is to resolve the emotional issues, so as to integrate the wealth in a way that decisions are made more clearly, and the wealth contributes to fulfilling the personal values, life vision, and philanthropic/social change goals of the client.

Dr. Dennis Pearne is an architecting pioneer of the field, an author of two fundamental texts on Wealth Counseling.  He has been in the field for 25 years.  Dr. Pearne provides direct counseling services to all types of clients, either traveling to where the client is, or seeing clients in his Boston area office.

wealth ~ inheritance ~ philanthropy ~ investing ~ challenges ~ windfall ~ estate

Dennis Pearne, Ed.D.

DPEARNE@AOL.COM 

49 Gleason Street, Framingham, MA 01701

Phone: 508.877.3200