FEATURED WHITEPAPER

Your Path To A Wealth Mindset

This guide defines a wealth mindset as a long-term, values-driven approach to money that emphasizes personal growth, financial discipline, and intentional decision-making. It outlines practical steps—like clarifying goals, building knowledge, and managing emotions—to help individuals make more informed and sustainable financial choices. The process is ongoing, and working with a financial professional can offer valuable support along the way.

What You’ll Take Away

Steps to building your wealth mindset
How intentional habits can help drive progress
The role of emotional intelligence in cultivating a wealth mindset

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This article is prepared by Pekin Hardy Strauss, Inc. (“Pekin Hardy”, dba Pekin Hardy Strauss Wealth Management) for informational purposes only and is not intended as an offer or solicitation for business. The views expressed are those of the author(s) as of the date of publication of this report and are subject to change at any time due to changes in the market or economic conditions. Pekin Hardy cannot assure that the strategies discussed herein will outperform any other investment strategy in the future. Past performance is no guarantee of future results. Because the application of Socially Responsible Investing (SRI) eliminates certain securities as investments, it may cause performance to behave either positively or negatively compared to strategies that do not screen for SRI criteria.