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What can a fee-only Net Worth Advisor give you that you are not getting elsewhere? Peace of mind.

Believe it or not, many affluent people are uneasy about their current personal financial plans. They’re smart, they’re successful and yet they’re not quite sure how best to manage their financial affairs.  They’re anxious about the future and they’re reluctant to discuss their situation – even with their spouses and closest family members.

As a wealth manager in the 1990s, John Amonson saw that conventional financial advisors were not giving high net-worth individuals what they needed. They wanted peace of mind but all they were getting was piecemeal advice. It wasn’t just disjointed; it was totally inadequate.

“I could see what they needed,” says John. “They needed to take control of their net worth and get all of it working for them. So I became a Net Worth Advisor.”

“It’s better for my clients.”

“They’re intrigued when they see how we can bring all of their financial services and advisors together into what we call the big picture. They’re relieved when they realize that we’ll help them manage it all. And they like the idea that our objective is to maximize their lifestyle. Both for now and for the future.

“Even though few people enjoy the process of setting goals, our clients appreciate our commitment to personalizing and monitoring their net worth program. Once our clients know what they want out of life, we really can help them (develop a plan to) get it.

“Why would you want it any other way?”

Unbiased’s services are customized for each individual or family. The best way to find out if fee-only net worth management would work for you is to Contact Us and find out more.