Andrew Lisi, CFP®, CPWA®'s Linkedin Analytics

"We have significant wealth, but no clear plan." "My spouse has no idea what's going on with our finances." "I'm too busy, in the middle of it all, and it's getting a bit too much to handle." These are common phrases I hear from C-suite clients – and they highlight a critical gap. You've achieved incredible success in your career. You've focused so much on improving your company in all facets... But what about your personal finances? The clients who hire us feel that gap intensely. They are top of their field at work, but are frustrated constantly by disorganization, incomplete plans, and expensive mistakes. They master their 8-figure P&L responsibilities in the office, but are overwhelmed by the complexity of their personal financial situation. If that's you, we're here to help. What if you had control over all the complexity? What if you had clear communication about money in your most important relationships? What if big decisions that were once so stressful around taxes, estate planning, business were simplified and easy to execute? What if you had a go-to team taking care of it all on your behalf instead of you being in the middle of all your advisors? There's no reason to put it off any longer. We're here to help.