Wealthy Americans in 2025: Turning stress into strategy

How are wealthy Americans managing, growing and safeguarding their wealth amid increased uncertainty? In part one of our Beyond Wealth miniseries, Nerre Shuriah, Senior Director of Wealth Planning and Knowledge, sits down with Marc Horgan, Executive Director, to unpack key findings from our 2025 Beyond Wealth Report.Together, they explore how wealthy Americans are balancing financial stress with remarkable resilience—turning pressure into purposeful action by diversifying income sources, refining strategies and adapting to changing conditions. They also discuss how widening retirement gaps, delayed timelines and overlooked estate plans are reshaping financial priorities in 2025 – and offer actionable steps to help you plan for 2026.Whether you’re refining your approach or setting new goals for the year ahead, this episode offers a real-world look at how your peers are adapting—and how you can strengthen your plan for what’s next.Resources: The 2025 Beyond Wealth Reports2025 wealth survey: Trends shaping money and planningLearn more at firstcitizens.com/building-more

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This episode was published on November 18, 2025.

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