Second Opinion Service

You or someone you know may be in a complex situation or just unhappy with the advice from your financial advisor – it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances from an independent, objective financial advisor. It can provide important insight and perspective, and give you the clarity that you have considered all options in providing for those who depend on you.

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes:

• A confirmation that your existing investments and financial plan are on target with your current advisor
• The offer to become a wealth management client of ours
• We’ll offer suggestions to improve your current trajectory towards your financial goals

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help towards achieving them. For our valued clients, we leverage our comprehensive five step wealth management process below. Through our second-opinion service, you can enjoy a portion of this experience at no cost.