Candidly, the moniker “The Advisor to the Advisor” answers it all. Our primary role is complementary to other advisors and their practice. Naturally, there are some items we can perform for our clients on our own, however, by definition, wealth management involves overlapping professionals and services that need to be coordinated. Providing solutions to complex challenges can often be simplified when all of a clients’ advisors (our team included) are all working together sharing one common goal.
The better questions to ask is . . . when is the last time your corporate attorney, personal attorney, CPA, investment advisor, or insurance agent met as a team to discuss your personal or professional financial objectives?