This book is designed for families who understand that wealth must be nurtured, not merely enjoyed. It offers a practical roadmap for cultivating “Wealth Gravitas”—a profound sense of financial responsibility, respect, and foresight that empowers families to preserve and grow wealth for generations.

Margaret Sucré-Vail is Founder and Principal of Sucré-Vail Wealth Advisors, a Registered Investment Advisory (RIA) firm. An investment advisor representative with over 40 years in finance, insurance, and investment services, she specializes in wealth management for high-income professionals and high-net-worth (HNW) clients.

Her career began in 1982 in the insurance industry, where she discovered her passion for helping people protect themselves from unnecessary risk. By 1987, she entered financial services, where that passion grew into a lifelong mission. She later earned her Accredited Wealth Management Advisor (AWMA) and Accredited Investment Fiduciary (AIF) designations, along with specialized training in the psychology of financial decision-making for healthcare professionals. This gives her a unique perspective on the emotional and behavioral aspects of wealth.

Margaret’s expertise in risk management, wealth psychology, and legacy planning serves as a guiding force for professionals and families seeking financial stability and long-term stewardship. As she notes: “Now more than ever, high-income professionals and HNW clients need full-service wealth management solutions that provide security without unnecessary risk. As advocates for our clients, we take that responsibility seriously.”

She believes life is like riding a bike—balance is key. Use training wheels if needed, fix your own flats, and never ride alone. Wealth, like life, isn’t a race—it’s a journey to be enjoyed, preserved, and shared.