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  • Why Choose a Professional Wealth Advisor?

Why Choose a Professional Wealth Advisor?

TRUE PROFESSIONAL WEALTH ADVISORS  LOOK AT THE “BIG PICTURE”

If you need an advisor who can handle both your investing and strategic planning needs (including estate, tax, legal and real estate needs), you should consider a professional credentialed wealth advisor. Here are three convincing reasons why:

 

A Personal Consultant

A Personal Consultant

An experienced professional, particularly one holding industry credentials and designations, acts in the nature of a personal consultant (as opposed to a salesperson or employee of an investment firm). He or she can help devise personalized strategies and solutions to your individual needs. 


Two Important Services

Two Important Services

An experienced professional will provide two very important services for their high net-worth clients:

  1. A highly personalized and comprehensive strategic action plan; and
  2. Supervisory investment and portfolio management  

Coordination of Efforts

Coordination of Efforts

An experienced professional will coordinate and team up with other professional advisors (e.g., attorneys and accountants) to serve a client’s complex financial needs. These needs may include tax minimization, trust management, wealth transfers, real estate management, portfolio performance analytics, stock options, tax planning, estate planning, charitable giving, and more.

  • Client Login
  • Privacy Promise
  • Terms and Conditions
  • Contact Us
  • Home
  • Who We Are
    • Real Fiduciary™
    • Our Fiduciary Pledge
      • What is a Fiduciary?
      • Fiduciary Standard
    • Registered Investment Advisor
    • What to Expect as a Prospective Client
    • SEC Brochures
  • What We Do
    • Client Services Overview
    • Wealth Management Process
    • Value Added Services
  • Our Fees
  • Essential Knowledge
    • Why Choose a Professional Wealth Advisor?
    • How to Choose the Right Fit
    • Know your investment objectives
    • Putting it All Together
  • Newsletters