Turbulent Times

One thing 2003 made clear: high-net-worth clients need thorough wealth managers now more than ever. Domestic and world events, federal legislation and shifting personal values have significantly altered the landscape for these individuals. To help them plan effectively, advisors must regularly conduct comprehensive reviews of each client's entire financial situation. The goal of each review is to

One thing 2003 made clear: high-net-worth clients need thorough wealth managers now more than ever. Domestic and world events, federal legislation and shifting personal values have significantly altered the landscape for these individuals. To help them plan effectively, advisors must regularly conduct comprehensive reviews of each client's entire financial situation. The goal of each review is to ensure that a plan accurately reflects the client's current circumstances, goals and attitudes.

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