by Lisa Martinez | Nov 11, 2025 | Blog, Financial Planning, High Net Worth, Portfolio Management, Wealth Management
What Is Comprehensive High Net Worth Financial Planning? Most financial advisors never ask to see your tax returns or use them as the basis for your wealth management. This significant gap alone could be costing you significantly in unnecessary taxes, even if you have...
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 Nick | Jul 24, 2023 | Financial Advisor, High Net Worth, Investing, Investor Behavior, Luxury Stocks, News, Private Wealth, Stocks, Ultra High Net Worth, Wealth Management
The very wealthiest may have an array of experts and tools to help them deftly manage their funds, yet many still follow the most basic tried-and-true stock picking advice: Invest in what you know. An excerpt: “A lot of ultrahigh-net-worth investors are fans of Warren...
by Nick | Jun 22, 2023 | Best Interest, Fiduciary Financial Planner, Financial Planning, Investment Advisor, Video, Wealth Management
Fiduciary financial advisor Vance Barse discusses misconception number one–”All Advisors Do Comprehensive Financial Planning”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary, download “Fiduciary...
by Nick | Jun 16, 2023 | Best Interest, Fiduciary Financial Planner, Investment Advisor, Video, Wealth Management
Fiduciary financial advisor Vance Barse discusses misconception number two–”My Advisor Claims to be a Fiduciary and Therefore is Acting in my Best Interest”–from his book “Fiduciary Wealth Management”. To learn more about all things fiduciary,...
by Nick | Jun 16, 2023 | AssetManagement, Best Interest, Fiduciary Financial Planner, Portfolio Management, Video, Wealth Management
Fiduciary financial advisor Vance Barse discusses misconception number three–”My Advisor Personally Selects All My Investments”–from his book “Fiduciary Wealth Management”. In this video, Vance covers the four main types of portfolio...
