The How-to Guide for High-Net-Worth

Business Owners & Families

Traditional wealth-planning is often segmented, with multiple advisors providing services independent of one another.

Choosing the right financial advisor is one of the most complicated and most important decisions you will ever make. For high-net-worth business owners and individuals, long-term wealth-planning can be especially complex.

Instead of working with just one advisor, you are usually communicating with several professional advisors, including tax, legal, and financial, each with a different set of priorities and strategies. With this in mind, it is essential to select a financial advisor who can align your professional advisors with your current and future wealth-planning needs.

But how do you begin your search for a trusted financial advisor? What questions should you ask a prospective advisor?

Our guide, Choosing a Financial Advisor, provides everything you need to empower yourself in your search for a financial advisor. It provides clear and detailed explanations of the important components to consider when choosing an advisor. These include specialization, compensation, fiduciary standards and the ability to collaborate with attorneys and CPAs.

We explain the importance of chemistry and communication—what to consider when reviewing an advisor’s service model, be it a large team or a solo practitioner.

Throughout the guide, we outline key questions to ask when interviewing a prospective advisor. The guide also includes an advisor questionnaire and scorecard which you can send to a financial advisor to become better acquainted with their respective value proposition. We even tell you how to perform a background check on an advisor you are considering to hire.

Choosing a Financial Advisor will educate and empower you to make your most important wealth-planning decisions with clarity and confidence.

When it comes to wealth accumulation and distribution, our goal is to provide you with confidence and clarity. Get more information retirement planning and contact AltruVista today.

Traditional wealth-planning is often segmented, with multiple advisors providing services independent of one another. Although the advisors may have the client’s best interests at heart, gaps can often exist between plans and strategies. Our Wealth With Purpose® planning process is designed to integrate those advisors to ensure alignment with your plan.

Planning For The High-Net-Worth

Download Our Guide For High-Net-Worth Business Owners And Families

The latest guidebook from AltruVista, Choosing a Financial Advisor, is now available.

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AltruVista Offices

3555 Timmons Lane, Suite 915

Houston, TX 77027

Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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