Recent studies have shown that over 80% of high net worth investors would value a second opinion. In order to help, we have created our Second Opinion Service.
We will meet with you for a Discovery Meeting. Hopefully, we can confirm you’re on track to meet your values and goals. If needed, we’ll suggest ways in which we can help, including recommending someone else if we’re not a good fit for your needs.
Please contact us using the form below.