You Need a Cohesive Wealth Management Team. Here’s Why.
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants—especially the complex ones—can feel like searching for the proverbial needle in a haystack. Such a person probably doesn’t exist. That’s why you may already be working with a diverse group of advisors—which might include wealth managers, accountants, attorneys and other specialists. But it’s not enough to simply hire a bunch of