Insights & Perspectives

The investment industry thrives on complexity. Every year, new funds and flashy strategies are rolled out, often accompanied by compelling stories, slick branding, and the promise of superior returns.

For high performing individuals, financial planning is often rigorous and sophisticated – yet few apply the same intentionality to their health. As longevity becomes both a personal and economic proposition, the integration of health and wealth is no longer optional, it’s essential.

At Seven Hills, we believe that true wealth goes far beyond financial prosperity - encompassing vibrant social connections, robust health, lifelong learning, and the freedom to spend your time as you choose. That’s why our SHIFT Longevity Management approach is designed to empower you to thrive in every area that truly matters.

Planning ahead can often be the best mitigant for risk. We recently sat down with our partner, Daniel Clarke from Kingsmere Financial to discuss estate planning strategies. With over a decade of experience as a business owner, Daniel specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.

We often assume we’re in good health and only think about our well-being when we get sick or face a medical diagnosis. Many of us feel invincible, and in fact, studies show that over 60% of adults perceive themselves as being younger than their actual age - often by more than a decade.