Second Opinion Service

With all the complexity and volatility in today’s financial markets, many investors are actively considering switching financial advisors. They are unsure of what to do now. Are they well-positioned to stay with their current financial advisors, or should they switch financial advisors? And if they should switch, how can they find the right one?

To help these people, we offer a second-opinion service so that they can make informed decisions.  This will help us to get very clear on where you are now, where you would like to go and any of the gaps that need to be filled. If you’re in good shape with your current provider, we’ll let you know. Or if it would be more appropriate for us to work with you, we would begin that process.

We work only with clients for whom we can have a major impact. If you are considering switching financial advisors and we’re not a good fit, we will be happy to point you in the direction of someone who can work with you more effectively.


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The Strategic Wealth Management Cycle

A systematic consulting process, to create a comprehensive Wealth Management Plan.

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