How can a good mechanic only work on half a car?
We provide wealth management for business owners. We do this because long ago we discovered that many wealth managers focus mainly on what assets there are to invest rather than the nature of the business and its potential for growth.
Quite simply this is the same as going to mechanic and having them tell you that they work on all parts of the car except the engine. This makes no sense.
Business owners have different needs. Their challenge is to balance their personal financial goals with those of the business. A wrong move in either direction might cost them the stability of both.
In our experience the best result comes from a designed alignment between these two sets of goals.
It takes work but it is work that is rewarded.
It’s why we provide business consulting as well as wealth management services.
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held Twin Gryphon Advisors, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.
Investment advisory services offered through Twin Gryphon Advisors, LLC, a registered investment advisor.