Broker Check

Second Opinion

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

In order to help the people you care about pursue their financial goals, we have created a complimentary second-opinion service. We’re pleased to offer your friends, family members and associates the same expertise and guidance that you have come to expect as a valued client of Silver Sail Wealth Advisors.

Working with a team that redefines wealth management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Silver Sail Wealth Advisors, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Our consultative process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help pursue them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.

Full client experience

 

What to expect from our second-opinion service

We will meet with you for a Discovery Meeting where the wealth manager determines your current financial situation, where you want to go and the obstacles you face in pursuing what is important to you.  At the investment plan meeting, the wealth manager, using the information he or she gathered at the first meeting, presents a complete diagnostic of your current financial situation and a plan for working towards your investment-related goals. At the mutual commitment meeting, assuming that the wealth manager can truly add value to you and your plan, both you and the wealth manager decide to work together. If needed, we will suggest other ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you’ll receive a Life Chart and a personalized analysis of your current situation.

Second-opinion service

 

Let us help you help those you care about. Contact us today.

 

Silver Sail Wealth Advisors

17304 Preston Road Suite 650
Dallas, TX 75252
(972) 378-2159 

Christi.Staib@LPL.com

www.SilverSailWealthAdvisors.com