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GOBankingRates: Brian Dudley Quoted in “8 Signs You’ve Jumped from Middle Class to Wealthy"

Brian Dudley

- CFP®

6 minutes

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Brian Dudley CFP®, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “8 Signs You’ve Jumped From Middle Class to Wealthy.”

“To be wealthy, one needs to have assets that can withstand a long-term level of living without compromising themselves financially,” Dudley said. “This can’t be defined by a general number, in my opinion. However, there are studies that try to put a number to that question. In Schwab’s 2023 Modern Wealth Survey, people believe it takes an average net worth of $2.2M to be considered wealthy.”

Access the full article authored by Angela Mae here.

Head shot of Brian Dudley

Senior Vice President, Financial Advisor

Burlington, MA

After many years of learning, growing, and providing advice to mainly pre-retirees, Brian began to realize that there was a need to help people much earlier in their lives. He firmly believes that if clients in the early stage of their professional trajectory hire an advisory team in that same growth space, great things will happen. Brian joined Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition.

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