News Room

7 Reasons You May Need a PersonalCFO

July 14, 2020

Welcome to a different type of financial advisory service: the PersonalCFO. A PersonalCFO helps meet the needs of financially successful households with complex situations. While PersonalCFOs are a growing trend, only a select number of advisors around the country take our approach.

Below are the seven reasons informed, financially successful households like yours prefer a PersonalCFO.

  1. A personal CFO at Your Service
    Like many financially successful households, you may find that accountants and lawyers are a vital, yet incomplete solution. This is because no one is quarterbacking the overall situation and folding together the diverse aspects of your finances so you can make better decisions. The PersonalCFO strikes the balance of placing you in control while relieving you from managing the many components of your wealth by yourself.
  2. Customized to Fit your Needs
    How complex is your financial situation? How much help do you need? Are you a do-it-yourselfer, or would you like someone else to handle the details? It makes sense for you to receive only the services that you want. Therefore, PartnersInWealth® provides two service packages, PersonalCFO services and myPartnersInWealth Portal, giving you the option to receive the services that fit your needs.
  3. Financial Management Made Easy
    As someone with significant assets, you know that your financial well-being is not just about investments. You have so many other tasks that constantly need to get done - paperwork to file, accounts to reconcile, decisions to make, and more. A PersonalCFO can help get and keep you on top of everything investments andadministration - relieving you of the burden of having to do it all yourself.
  4. Optimized Recommendations
    There's a good chance your attorney, CPA, and other professionals do not work in tandem with one another. This is unfortunate. Their combined knowledge and experience could create better solutions for you. A PersonalCFO gets everyone working together on your behalf.
  5. Foolproof Returns
    Our PersonalCFOs' simple but effective investing approach is meant as a foolproof way to buy low and sell high—the key to handsome investment returns. Moreover, you receive a plan that removes the guesswork and puts you in control, regardless of what is happening in financial markets.
  6. Comprehensive Financial Management
    Like many financially successful households, you may have someone who is overseeing only a few of your accounts. Your remaining accounts, along with a significant portion of your wealth, may be going unmanaged. That is a bit like allowing the doctor to examine you from only your neck up during a physical exam! Your PersonalCFO will regularly evaluate all your accounts together and reposition them as necessary to help generate maximum performance.
  7. A Dependable Sounding Board
    Would you like to have a knowledgeable and trustworthy advisor you can bounce ideas off? An advisor who knows your complete situation and considers only your best interests when responding to your questions, concerns, and ideas? The PersonalCFO approach can provide you with this kind of support, giving you confidence in all your financial decisions.

If you are unsatisfied with your overall wealth management or if some of the above areas strike you as a good solution, we invite you to learn more about our PersonalCFO approach at


Related Content You May Find Helpful:

Examples of Problems PartnersInWealth Solves for Clients 

Make Your Financial Life Simple Again 

Written by PartnersInWealth

Share a Comment Below: