Second Opinion Service

I want to offer you a service that we provide to our best clients, for the people they care most about.  With all the complexity and volatility in today's financial markets, many investors are actively considering switching financial advisors.  They're unsure of what to do now.  Are they well positioned to stay with their current advisors or should they switch financial advisors?  And if so, how can the find the right one?

To help these people, we now offer our second opinion service.  In this service, I take them through our discovery process to get very clear on where they are now and where they'd like to go.  We'll then examine any gaps that need to be filled.  If they're in good shape with their current providers, we'll let them know.  If they should consider switching financial advisors but we're not a good fit, we'll be happy to point them in the right direction.                  Lastly, if it's more appropriate for us to work with them, we'll begin the process.

We only work with clients for whom we can make a major impact.   Due to the high level of attention we provide to our clients, we limit our services to those with a minimum of $200,000 in investable assets or who pay our minimum annual fee of $2,500.