Great at making money, you know you are not as strong at managing it. You sense there may be gaps, or opportunities for improvement, but are unsure how to address them.
The more money you have, the bigger the target you are for an industry that preys on confusion, “deals” that are often better for originators than investors, and many advisers who really have little interest in you or your priorities.
You want a dependable partner and a loyal advocate, not a salesperson, who works for YOU!