Start with five essential questions: Are you a fiduciary? How are you compensated? What credentials do you hold? Who is your custodian? Can I see your Form ADV Part 2? Their answers reveal whether your interests come first, how they earn their fees, and how your assets are protected. Follow up on services included, communication cadence, technology, and how they coordinate with your tax and estate professionals. The right advisor welcomes these questions and answers them clearly — if they don’t, keep looking.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
