The Wealth & Business Planning Network is a collaborative team of “independent” wealth planning and business planning professionals dedicated to delivering the most efficient tax, legal and financially advantageous solutions to those successful individuals, business owners, professionals and their families who have a significant demand on their time. The more complex the wealth the more sophistication is required of each adviser. It is not possible for one individual or even one firm to have the ability and skill to advise clients regarding all the complex issues associated with managing and preserve one’s wealth and business. The professional members of the WEALTH & BUSINESS PLANNING NETWORK understand the complex needs of the affluent and understand the benefits of collaborative advising as do their clients.
Experienced wealth and business advisors understand and are accomplished at managing the multiple advisor relationships first and then are managers of the client second. Our clients benefit from this understanding as they see more value in a team of independent collaborative professionals working together on their behalf versus multiple individuals working independent of each other with little to no ordination resulting in confusion and loss of their valuable time money and resources.
So, for this reason the Wealth & Business Planning Network was formed by wealth and business planning professionals whom have decades of collaborative experience and subscribe to this approach for the benefit of their clients.
