In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

In order to help the people you care about achieve their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of the team at DeLarme Wealth Management.

Our Second-Opinion Service

Step One

Discovery Meeting

We will meet with your friends, family, and associates to learn about their values, goals, important relationships. This allows us to understand where they are today, and where they’re trying to go in the future, so we can identify any gaps that may exist.

Step Two

Investment Plan Meeting

We will confirm if they are on track to achieve their most important goals and if not, we will provide them with recommendations and suggestions to help close any gaps that exist.

We will meet with your friends, family members and associates for a Discovery Meeting. We will look to confirm that they are on track to achieve their goals with their current financial advisor. However, if they’re not on track, we will suggest ways in which we can help – including the recommendation of another provider if we are not a good fit for their unique needs. Either way, they’ll receive a Total Client Profile and a personalized analysis of their current situation.

Ask About our Second-Opinion Service

We look forward to speaking with you.

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