Optimizing our Clients’ time by managing their many competing advisors and service providers.
As our senior-level responsibility demands a deeper level of understanding of what our clients are seeking to accomplish, it allows us to function on our client’s behalf as their proxy voice in directing their many managers and advisors. This approach ensures that every member of the team is working in the same direction and one that cannot be done by turning this critical function over to less senior people. Nor can it be done without having total objectivity.
A critical responsibility of our Senior Wealth Advisors to identify, locate, vet, and engage specialists across the country from our proprietary Network of Experts, on behalf of specific client requests and needs, understanding, and cultural fit.