wealth management

A leap of faith? Or a smart move?

It’s both. It’s smart because we all need professional advice. It’s a leap of faith because you never know what someone else is going to do with your portfolio.

If you’re like the rest of us, you expect to have control over your wealth. You know you need to keep your finances in balance. That’s why you have advisors to help. But they’re not looking at the big picture. They focus so much attention on your stocks and bonds that the rest of your assets get ignored.

As a result, you’re the one who has to pull all the pieces together. You know you’re worth more than just your investment portfolio. Your house, recreational property, private equity and business assets count for a lot. But how do they fit into the overall picture? Your net worth is complicated and it can be confusing.

Frustrating? Awkward? Disappointing?

It’s all that and more.

• It’s frustrating because it all seems so disconnected. Despite all your advisors, you still feel like you’re on your own.
• It’s awkward because your advisors are good at what they do. The problem isn’t their expertise; the problem is their narrow scope. They often only focus on specific aspects of what you need. You want what they do, but somehow you need to bring it all together.
• It’s disappointing because you can see the potential within your advisory team. If only they worked together, they could help you develop the plan you need to balance your lifestyle for today and for tomorrow.
• You could change advisors. But will the new ones be any different?
  Will they work as a team? Will they help you put together and manage the big picture? Or will it be pretty much what you have now, just with new players?

You could go it alone.

But do you have the desire and the time?

You could probably do it all yourself.

But do you really want to?

This fee-only net worth model is catching on with the affluent for 4 reasons:

1. They want unbiased advice on all aspects of their financial lives.
2. They want their advisors working as a team rather than as dissociated, individual contributors.
3. They want more than just an annual return on their investments. They want to gain complete control over their net worth, now and in retirement.
4. They don’t want financial product sales driving the process. They find this product influence unacceptable.

If fee-only net worth advice sounds interesting, here’s more:

The service is only appropriate for individuals and families with a household income of  $500,000 or higher, investment assets in excess of $750k or a net worth of at least $5 million.

If you prefer to learn more first, we invite you to download our white paper.

If you qualify and you think having complete control over your net worth would be a worthy goal and a nice change, we invite you to Contact Us to book a private conversation.