Investment and Wealth Managers

The financial advisory and wealth management industry is facing a paradigm shift. The general public remains suspicious of Wall Street and the financial industry, as the Great Recession still resonates. For managers, the traditional service model is changing, with advisors and other investment professionals being increasingly scrutinized and disintermediated as consumers have more “do it yourself ” opportunities than ever.

To fully capitalize on the unprecedented wealth transfer that stems from the greying of the baby boomer demographic, wealth and investment managers must adapt and evolve now to differentiate themselves and boost credibility in a crowded marketplace.

Present and past clients include:

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