Why are you looking for a Wealth Advisor right now
My financial life has become too complicated
I no longer want to manage my wealth on my own
I’m not sure my current advisor is the right fit anymore
I’ve had a major life change and need help
There is something else nagging at me, but I can’t put my finger on it
What priorities are you looking to achieve?
Maximum portfolio growth
Create a long-term plan and invest my wealth accordingly
Manage multi-generational wealth
Plan for the sale of my business
Diversify my concentrated stock
Plan for retirement
Protect my family
Other
What is the size of your investment portfolio?
$0 - $1M
$0 - $1M with more liquidity expected soon
$1M - $5M
$5M - $25M
$25M +
How do you want to manage your wealth?
I want to call the shots
I want to be a collaborative partner in building and growing my wealth
I want to be hands off with my wealth management
How did you hear about us?
Internet search
Social Media
I was referred by someone I know