Wealth Transition Advisor’s role is to provide our clients with the specialized information that they need about their financial decisions so that they can make well-informed decisions along the way. Sometimes we provide the specialized information, and other times we need to enlist the assistance of our (or the client’s) specialist partners.
We engage independent tax, risk management, legal and other specialists to create comprehensive solutions within the client’s investment, tax, income, retirement, risk management and estate plans. In most cases, these partners are our client’s existing advisors. If our clients need specialized information for a given financial decision and they don’t have an established relationship in that area of expertise, we introduce them to a few competent professionals to consider.