Sometimes, financial advisors can forget that life has many stages. They get caught up in the accumulation phase of wealth management they can take their clients to the summit, but sometimes they strand them there. Thats our opinion. We're careful not to do that.
We believe there are four stages of wealth management. Accumulation is just the first. We believe you also need to know how to guard against market volatility, to find a way to distribute your wealth so you dont outlive it, and to plan a legacy for your children and grandchildren.
* Advisor information is provided in partnership with Yext