Second Opinion Service

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial adviser–it’s not uncommon. Studies have shown that more than 80 percent of high-net-worth investors would value a second opinion on their finances.

What started as an exclusive offer to friends, family members, and associates of our clients has evolved into an unbiased service available to anyone who would like an additional resource when evaluating important financial decisions. We provide much of the same expertise and guidance that individuals, families, trustees, and businesses have come to expect as valued clients of Alpha Fiduciary.

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Alpha Fiduciary, however, you benefit from an experienced team that has a clear and comprehensive vision of wealth management.

Our Consultative Process

We approach each new engagement with a time-tested consultative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help achieve them. Through our second-opinion service you can enjoy a portion of this experience at no cost.

What to Expect

Initially we will meet for a what we call a Discovery Meeting. Assuming that we both agree that we have a basis for working together, we will then schedule an Investment Plan Meeting. We may confirm that you are on track to fulfill your values and achieve your goals with your current financial provider so that you can walk away with greater peace of mind; but if needed, we will suggest ways in which our team can help. And if Alpha Fiduciary is not a good fit for your needs, we can also recommend another provider for you. Either way, you can expect to receive a Total Client Profile and a personalized analysis of your current situation—a value that is commonly in excess of $5,000.

First Step

To get started, use the form below and mention our Second Opinion Service. From there we will schedule convenient time and method of meeting, whether it be by phone, webinar, or in person. We look forward to hearing from you!