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 benefit wealth management clients, the story behind Your Dedicated Fiduciary® (YDF) is told.

It’s not the first time I’ve shared the experiences that shaped YDF, and it won’t be the last time I leverage my founder’s story to advocate for a purpose-filled approach to fostering wealth.

Industry-Wide Blind Spots

After over a decade as a former consultant at leading private wealth management firms, YDF was established, with a primary focus on addressing the blind spots and filling the significant planning gaps that I identified.

“As I zoomed out and looked at the wealth management space, I realized that (not in all cases, but much of the time) there’s a big gap between the tax world and the investment world.”

For wealth ranging between $2 million to $20 million in investable liquid assets, our firm recognizes and advises on gaps across the board: gaps in the client’s advisor representation, advisor expertise, portfolio management, tax-reduction strategies, investment and retirement planning, philanthropic initiatives, as well as asset protection shortfalls.

I love the work we do at YDF, and I wake up every day feeling genuinely excited to work for our clients. I wish the same for other advisors in the industry.