Is your financial advisor laser-focused on after-tax performance??
Maximize your impact: with superior after-tax returns and smart-giving.
Now you can get a custom-built investment portfolio using the latest automated investment tools, backed by a team of industry veterans who can deliver superior after-tax returns.
You get access to the same financial advisory benefits that are available to the ultra-high-net worth, without the seven- or eight-figure minimum portfolio size.
Is this you, too?Are you sitting on cash without a long-term financial plan in place?