Second Opinion Service (SOS)
Get a professional second opinion
If the stress of the changing market is causing discomfort in life, business or retirement, it's time to get a second opinion.
You don't have to be overwhelmed by the house of cards or distrust for the industry. You can have the financial legacy you deserve.
Retainer-Based Planning
Wealth Management Planning
Planning does not mean you need to have assets with your advisor. Our Milestone Clarification Process™ allows you to keep all your assets where they are. Once we meet with you, we put together a customized two-year plan containing specific milestones that lead you to your long-term planning goals.
Portfolio Management
Asset Management
Working with you, our team aims to ensure that your money is invested where it has the best chance to perform — at a risk level you’re comfortable with.
alternatives for wealth management
Start building your financial legacy with our unique Milestone Clarification Process™. First, get a professional Second Opinion about your financial situation - the good and the bad. Next, we'll craft a long-term strategy with Wealth Charting. Third, our wealth architects will follow a set of specific milestones leading you to your long-term goals. And finally, enjoy transparent access to your financial plan - and your financial team - at all times.
Ready to grow your wealth?
Start with a second opinion
If the stress of the changing market is causing discomfort in life, business or retirement, it's time to get a second opinion.
You don't have to be overwhelmed by the house of cards or distrust for the industry. You can have the financial legacy you deserve.
More About Alternative Investments
Alternative investments are financial assets that do not fall into the traditional categories like cash, stocks or bonds.
These types of investments can be a powerful tool to create more resilient portfolios by diversifying from traditional investments and increasing potential returns.
In the investing world, cash, stocks, and bonds are conventional assets, and any asset class other than cash, stocks, or bonds is an alternative investment. Some common alternative investments are direct ownership in real estate via DST’s, commodities and oil/gas tax credit investments.
Some examples of alternative investments include:
- Private REITS
- Direct Participation Programs
- Delaware Statutory Trust
- Private Placement
- Private Preferred Stock
- Opportunity Zone
- Oil/Gas Investments with Tax Benefits