Our ideal client is a taxable investor with a desire to pursue tangible wealth objectives through planning. Often our clients look to us to help them remain disciplined when markets rapidly rise and fall, but they are typically not focused solely on investments. Many of our clients lead a “digital life” and enjoy the efficiency that online reporting, impromptu virtual meetings, and evolving technology offer. Nevertheless, we still retain the flexibility to provide more traditional “paper” reporting and regularly scheduled reviews.
Who is an ideal client for AdvicePeriod?