Where’s the Value in an Advisor?

Absolutely the “logistics” of wealth management matter, such as utilizing appropriate accounts types or proper account allocations/design. And yet, most studies have found that the biggest “add” advisors bring to the table is “partnership" and helping to keep you on course when life, or markets, get particularly tough. As we’ve found here at TEN, this work isn’t just valuable to clients but to the passion it fuels in us as well.