Second Opinion Service
I want to offer you a service that I 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 professionals. They're unsure of what to do now. Are they well positioned to stay with their current financial professional or should they switch? And if so, how can they find the right one?
To help these people, I now offer a 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. I'll then examine any gaps that need to be filled. If they're in good shape with their current providers, I'll let them know. If they should consider switching financial professionals but I am not a good fit, I'll be happy to point them in the right direction. Lastly, if it's more appropriate for me to work with them, we'll begin the process.
I only work with a select group of clients for whom I believe I can have a tremendous impact on. Due to the high level of attention I provide to our clients, I limit our Wealth Management services to those with a minimum of $200,000 in investable assets.