Keith Banks and Wealth Managers

: A life well-lived shouldn’t be viewed through a rearview mirror with the final assessment of accomplishment or regret at the end of the journey, according to Market Watch. It can and should be carefully plotted and planned for, said Keith Banks, president of U.S. Trust. While the vast majority of respondents feel they are on the right path, eight in 10 identified at least one area of their lives, such as giving back and pursuing passions, that needs greater attention to make their life more fulfilling. The wealthy are driven by a sense of purpose and desire to succeed, but what makes life fulfilling is not money; it what they do with it. The findings are based on a nationwide survey of 640 high net worth individuals with at least $3 million in investable assets. As wealth managers, we have the opportunity to not only help our clients grow their wealth, but also to help them plan accordingly. (news.financializer.com). As reported in the news.