Welcome to a different type of financial advisory service – a PersonalCFO. The PartnersInWealth business model is tailored to meet the needs of financially successful households with complex situations. While it’s a growing trend, there are only a select number of advisors around the country that take our approach.
Below are the seven reasons informed, financially successful households prefer this approach over other methods of wealth management.
1) A PersonalCFO at Your Service
Traditional financial advisors are a vital yet incomplete solution for many financially successfully households. This is because there is no one managing their balance sheet, identifying improvement opportunities, and executing on those ideas. The PersonalCFO offers the perfect balance of oversight of your complete situation and placing you in control yet relieving you from having to manage the many components of your wealth all by yourself.
2) Financial Management Made Easy
As someone with significant assets, you know that your financial well-being isn’t just about investments. There are so many things that constantly need to get done – paperwork to be filed, accounts to reconcile, decisions to be made and more. We will get and keep you on top of everything – investments and administration – relieving you of the burden of having to do it all yourself.
3) Optimized Recommendations
There’s a good chance your financial advisors do not work in tandem with one another. This is unfortunate – given their collective knowledge and experience, a collective brainstorm would create better solutions for you. PartnersInWealth gets everyone working together on your behalf.
4) Fool-Proof Returns
Our simple, but effective investing approach is a fool-proof way to buy low and sell high – the key to handsome investment returns. Moreover, with PartnersInWealth you will have a plan that removes the guesswork and puts you in control, regardless of what is happening in financial markets.
5) 360° Financial Management
Many financially successful households have an investment manager overseeing only a few of their accounts. The remaining accounts, often a significant portion of their wealth, go unmanaged.
That’s a bit like allowing the doctor to only examine you from your neck up during a physical exam! We regularly evaluate all of your accounts together and reposition them as necessary to generate maximum performance.
6) A Dependable Sounding Board
Would you like to have a knowledgeable and trustworthy advisor you could bounce ideas off? An advisor who knows your complete situation and only considers your best interests when responding to your questions, concerns and ideas? The PersonalCFO approach is perfect for providing you with this kind of support that saves you needless worry.
7) Win-Win Compensation Model
If you are interested in growing your net worth, then you are going to love our compensation approach. The PartnersInWealth comprehensive management fee is directly tied to the growth of your net worth. We win only if you win.
If you’re not completely satisfied with your overall wealth management, or if some of the above areas strike you as possibly a good solution, I invite you to learn more about our PersonalCFO approach.
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