The Role of the Advisor and the Experience You Should Expect

Full disclosure – I am an advisor

I have a business degree from Wharton, a law degree from Seton Hall, the chartered life underwriter (CLU) designation, and I am an accredited estate planner (AEP).

However, none of these reflect the nature of the work I believe my clients find valuable. As I explain later, my real roles are as a consigliere, thinking partner, and artist. I believe all your advisory relationship should contribute to the long term thriving of your family. This is the experience you are entitled to.