An important question to ask is: How involved do I want to be in managing my wealth? Your response to that question will typically define you in a category that helps match up your expectations with an advisor with an appropriate service model.

A Soloist takes a do-it-yourself approach to their investments and usually employs advisors and brokers only to facilitate their investment decisions.

A Validator leverages their advisor to make certain that they are on the right path and making sound decisions. Validators do a lot of their own research and tend to have knowledge about investments and enjoy the process.

A Delegator would rather have their advisor lead the way in forming a strategic plan and shepherding their finances. They are not usually interested in the details of the investment process, but want to have input in the overall direction and be kept up to date on progress. A Delegator often will expect a complete range of services that make their personal lives easier, freeing them from directly dealing with the complexities that can come with significant wealth.

We enjoy working with Validators and Delegators because we feel that we can add a great deal of value to those seeking a complete range of services with a complete picture of how their finances are working for them.

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