Why should I hire an independent advisor when I can hire the same money managers myself?

The reality is that many of the money managers and other resources we have access to are available only to boutique firms, like ours, focused on serving the complex wealth management needs of affluent individuals. In some cases, you may have access to certain money managers, but still desire the services of a reliable, trustworthy advisor who is an expert in wealth planning, who puts your needs first, and is not subject to conflicts of interest. Your team at Partners Wealth Management has a fiduciary responsibility to help ensure that you are investing wisely and we are always available to discuss your situation, your portfolio and the financial markets with you in person, via telephone or by e-mail.

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