Are We Right For You?

 PARTNERSINWEALTH isn't for everyone. There are three criteria to consider in determining if it makes sense for us to consider working together:

 

1.  Net Worth.

Your net worth (everything you own less what you owe) should be at least $2 million or significantly higher, into the 100's of millions, in order to receive substantial benefits from our services.

 

2.  Type of relationship you want with a financial advisor.

Do you desire an ongoing, long-term relationship with an advisor, or are you looking for one-time or sporadic advice? Our services are geared towards people that want a trusted advisor that is staying on top of their situation and alerting them to opportunities and helping them avoid the inevitable pitfalls. We meet with our clients on an annual basis and have follow up telephone conversations three or four times during the year.

 

3.  How have you handled your family finances over the years?

If you have an accountant, used an attorney to draw up your wills, and generally believe in professional services, we may be a good fit. If you generally like handling your finances yourself, and are confident making your own financial decisions, we probably are not right for you.

 

What do you want help with?

Because of the comprehensive nature of our work, we can probably help you. Additionally, our net worth management approach typically identifies opportunities to save you time and save you money that you were not aware of previously. We have expertise in a number of specific areas, and if we can't directly solve a client issue, we can generally provide excellent solutions through the network of other advisors we've developed over the years.

 

Learn about the PARTNERSINWEALTH difference