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Secret Succeeders

Illustrations by Brandy Kesl

These people worked hard and had some luck and should be very happy, but they're not. They make up 17% of the wealthy* population.

  • Average age: 55
  • Self-made: built fortunes through working in professional and managerial positions, making one or two particularly good investments and not spending
  • Live below their means
  • Suspicious of showing their wealth -- fear they'll lose it
  • Among the least charitable
  • Group includes the greatest percentage that admit they'll do whatever it takes, including compromise principles, to stay ahead
  • Not especially financially savvy, but having financial control is key
  • Somewhat optimistic about their financial futures

*Wealthy is defined in this survey as $1 million or more in net worth, not including the primary residence.

Source: The Phoenix Companies Inc.

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