Act as a trusted fiduciary, prioritizing your best interests over commissions or product sales.

Focus on selling financial products rather than tailored wealth planning.

Anticipate market trends and adjust strategies before challenges arise.

React only when issues emerge, often lacking forward-thinking risk management.

Develop highly customized strategies that align with your specific goals, risk appetite, and family dynamics.

Provide one-size-fits-all solutions with minimal personalization.

Leverages deep industry expertise and a strong professional network to provide you with exclusive opportunities and well-rounded financial strategies.

Have a narrow scope of knowledge and limited access to specialized resources, restricting the quality of advice and opportunities available.

Build a trusted, long-term partnership, regularly reviewing and adjusting strategies.

Engage in transaction-based interactions with minimal ongoing support.

Look beyond investments to cover estate planning, tax optimization, risk management, and intergenerational wealth transfer.

Focus mainly on investment selection without considering broader financial implications.

Not only include the development of a comprehensive financial strategy but also actively get involved in the selection, management, and optimization of investments. Take a hands-on role in executing and overseeing the investment portfolio to ensure it aligns with your goals and objectives.

Take a general approach to wealth management by emphasizing broader financial goals, risk tolerance and long-term planning without addressing investments, leaving the strategy to be theoretical and disconnected from actual wealth growth.

Have their compensation and success directly tied to your success and may invest their personal funds alongside your investments.

Stand to benefit from recommending products or services that might not be in your best interest.

Maintain full transparency on the fees, investment decisions and performance, ensuring you fully understand costs, risks and value-add.

May not fully disclose the costs, risks or structure of their financial strategies.