Our approach is process driven, and not solution driven, because it’s the process of uncovering planning issues which defines the priorities around the issues in one’s life. Thus our process is comprehensive and as robust as can be in looking at all of the planning points which might affect you in your life, within the context of the 8 wealth management issues. The graphic below might help to explains that process.
In a recent survey by CEG Worldwide of a sample 2,108 financial advisors, 46.3% identified themselves as wealth managers, while the remainder (53.7%) identified themselves according to their investment orientation such as financial advisor, investment advisor, investment expert or financial planner.
In other words, a financial advisor is all of the following:
Investment Consultant- Advance Planning:
Wealth Preservation - Wealth Enhancement
- Charitable Planning
- Wealth Transfer
- Trusted Confidante
