Finding the Right Steward for Your Wealth | AWM Insights #171

AWM Insights Financial and Investment News

An advisor who is independent, integrated, and can work through your individuality will increase the odds of your family’s success and help you establish multigenerational wealth.

Independence, and the lack of a corporate structure that places shareholder interests above those of clients, is imperative. An advisor who is there to work for you and views your interests as being their own as a fiduciary will inherently improve the alignment of values and your investment experience.

Integrating different elements of wealth strategy from Investments to Financial Planning and Taxes, enables your advisor to truly take ownership of your wealth and deliver a comprehensive experience that checks all the boxes.

Lastly, the ability to understand and work with your individuality, and not just place you in a mass-produced offering, improves the odds of success based on the tailored nature of service. S, M, and L are great measurements for shirt sizes, but exponentially more complexity is needed to manage something as important as your wealth.

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Episode Highlights

• 0:00 Intro
• 0:41 What are the right ways to vet out advisors and get the best results and experience?
• 1:46 Ownership matters
• 4:25 The importance of finding an Advisor that Aligns their interests with yours
• 8:05 Why the Multi-Family office structure puts the client first and integrates all the experts you need
• 10:10 Independence, Integration, and Individuality
• 12:33 Text us!