From Planning to Plate: Savoring Life’s Experiences
Relaxing over a leisurely lunch at the Roosevelt Tavern in downtown York, Tyler Lerman and his grandmother Bonnie savor their family tradition of dining out together. Tyler recalls the occasions when, as a child, he and his grandparents would take time each week to connect with one another over great food and conversation. Fully experiencing life through moments like this one is what true wealth is all about.
At Smith Wealth Advisory Group, a York-based wealth advisory practice of Janney Montgomery Scott LLC, Tyler helps clients create customized financial strategies designed to help them enjoy the special moments in life that ultimately matter most.
The motivation to help others has remained with Tyler from an early age. As a child, he got involved in Boy Scouts of America and attained the rank of Eagle Scout. His accomplishments in the community include organizing a fundraiser that secured more than $30,000 for the Four Diamonds Fund.
As she shares this midafternoon meal with her grandson, Bonnie speaks about the pride she has in seeing Tyler’s accomplishments as a child and now as an adult. That pride comes from a peace of mind in knowing that her true wealth lies in enjoying the riches of life itself — something she was able to accomplish with the help of a personal wealth advisor.
“Working with a wealth advisor takes a lot of pressure off someone who may not understand financial matters very well,” she says. “If you have a trusted advisor, your concerns are significantly reduced.”
“Although the crux of our practice is managing the monetary assets of our clients, it’s not the dollar amount in their accounts that ultimately matters. Rather, it’s what it can do for them,” Tyler says. “It’s rewarding to help facilitate experiences that bring joy to our clients’ lives. Savoring life’s special moments, just like special occasions with my grandmother, is priceless.”
YRK PERSPECTIVES:
What’s Your Flavor?
“My flavor would be seafood. I enjoy the steamed mussels served at Roosevelt Tavern. They’re even better when I can enjoy them with my grandson.”
— Bonnie Lerman, Grandmother of Tyler Lerman, Financial Advisor, Smith Wealth Advisory Group
- 2315 N. Susquehanna Trail, Suite A York, PA 17404
- 717.779.2769
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- 2315 N. Susquehanna Trail, Suite A York, PA 17404
- 717.779.2769