by Aica Ginete | Apr 17, 2026 | Blog, Estate Planning, Financial Planning, High Net Worth, Uncategorized
by Aica Ginete | Apr 15, 2026 | Estate Planning, Financial Advisor, Financial Literacy, Uncategorized
Vance Barse Built a Business to Bridge the Gaps The Framework for Building a Private Wealth Management Firm Earlier this year, I had the pleasure of speaking with Rob Brown, host of The Purpose-Focused Advisor. Alongside sharing tactical methods that bridge the gap to...
by Lisa Martinez | Dec 18, 2025 | Estate Planning, Uncategorized
Cost Structure Two Cost-for-Value Models Your Dedicated Fiduciary® and its team of experts deliver value via two cost-for-models. These models serve as frameworks for the majority of our clients. One-Time Flat Cost Analysis: This is a flat cost retainer to conduct...
by Lisa Martinez | Oct 13, 2025 | Charitable Planning, Estate Planning, Financial Literacy, News, Portfolio Management, Wealth Management
It’s the season of giving, and high-net-worth estates can benefit from tax-efficient charitable planning to make donations count for this tax year. With the holiday season rapidly approaching, year-end charitable donations have entered the conversation. You...
by Vance Barse | May 1, 2022 | Estate Planning, Fiduciary Financial Planner, Financial Planning, Tax, Tax Planning, Video
Danielle DiMartino-Booth is one of the leading economic thought leaders in the nation. You may recognize her from one of her many weekly television appearances. In short, she’s a big deal in finance. Danielle invited economist Eric Basmajian and me to sit down...