Just because someone is licensed, and been around for decades, doesn't mean they have your best interests at heart.
When you get down to it, regardless of whatever data might be found via the internet, HNW individuals all tend to follow a similar path:
They are good at their "one thing" and they trust the firms they work with to establish a plan and portfolio that grows their wealth.
It's not rocket science. Well, maybe it is, but they aren't interested in the science. They only want the rocket. [Read more...]