At Trusted Advisor we have one commitment. It is to employ the best, most unbiased wealth management practices for the purpose of growing, protecting and eventually transferring your wealth to future generations. We believe our status as a fully independent firm is crucial to this mission. Independence ensures that our decision making process yields solutions that serve only the needs and goals of our customers, without conflict of interest. With this unclouded view of our customer’s objectives, we are able to resolve complex financial and estate management issues and provide a truly integrated solution.

Five ways we can help
When entrepreneurs choose to sell their businesses and transition from business managers to passive investors, the skills that bring success in business are largely different from those one needs to manage the post-sale capital. We work with numerous clients who have had to navigate through these phases, and have a structured approach to help the entrepreneur manage the transition.

Two types of relationship
The traditional model of commission based compensation invites advisor abuse, with their customers as their victims. As a fee-only advisor, Trusted Advisor has no financial conflict.

Three things that are different
We are a fee-only investment advisor that has been designed to care for the financial needs of a maximum of 40 customers.  We have established a dedicated panel of experts as the answer to the requirements of families of significant wealth for a sophisticated, integrated and objective approach to managing their assets.

Pricing structure
Our financial advisory and investment consulting services are designed around fixed prices, as opposed to hourly rates, and features a service guarantee that offers a refund of the price if the customer is not completely satisfied.

Services Tour: Trusted Advisor can help in 5 ways