We have had great client feedback and support from the launch of our Second Opinion Service late last year.
For our valued clients who want to make sure the people they care about most make smart financial decisions about their money, we offer our second opinion service. You probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from their stockbroker, financial adviser or accountant — it’s not uncommon.
A number of our clients and colleagues have now offered this obligation-free service for the benefit of the people they care about most, to help make sure they make smart financial decisions about their money.
We’re pleased to offer your friends, family and colleagues some of the same expertise and guidance that you’ve come to expect as a valued client of Calibre Private Wealth Advisers.
Working with a team that redefines wealth management
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll almost definitely get ten different answers, and most are likely to be heavily focused on investing. As a client of Calibre Private Wealth Advisers, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.
We approach each new client with a time-tested, collaborative 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 meet them.
Obligation-free personal financial advice
We will meet with your friends, family or colleagues and take them through our valuable discovery process (at our cost) so they can gain clarity on their most important goals, the values upon which they are based and their current financial reality. As part of this process we will help them complete a personalized Financial Road Map with one of our advisers.
At the conclusion we will provide our insights on whether they are on track to achieve their goals and/or what alternative action they may need to consider or suggest ways in which we can help (including recommending someone else if we are not a good fit for their needs) Either way, they will receive significant value from the interaction with us, including the Financial Road Map experience and personalized analysis of their current situation.
Please contact us if you would like to offer this service to someone you care about.