Your family's "Chief Financial Officer" (CFO)
Great CEO's hire great partners who specialize in turning their visions into reality.
You are the CEO of your family and its wealth. Finding the right partner to be your CFO is one of the most important decisions of your life.
At Divergent Wealth, we have no hidden agendas or ulterior motives and thrive on transparency. Your Divergent Wealth Family CFO is a CFP® credentialed planner who will provide un-biased feedback, unyielding attention to detail, and an ability to simplify complicated things.
They report their findings and analysis to the CEO (you) who will make the final decision.
YOUR PERSONAL RELATIONSHIP MANAGER
Have you ever wished you had a personal assistant that would take care of all the minutia, the details, and the daily grind of your important financial tasks. With regards to your financial plan and your investments, now you do.
At Divergent Wealth you are assigned a personal relationship manager who excels in making sure every 'i' is dotted and every 't' is crossed.
Family CFO & Relationship manager duties:
Simplifying Complicated Things
The world of finance can be overwhelmingly complicated, having a credentialed adviser who can simply complicated things is not just valuable, it's refreshing.
Educating Future Generations
The accumulation of wealth comes with the price-tag of being a wise and prudent steward. Teaching those life lessons to the next generation can often prove challenging. Divergent Wealth can discuss important financial topics giving heirs and future heirs life lessons in prudent and sensible wealth management.
Business Transition Strategies
Ownership of a growing business is one of the best ways to grow wealth. For most people this is done by investing in stocks. For others, it means running and operating their own business. In either case, it's essential to have an transition strategy from business ownership.
Wealth Transfer Strategies
There are many different ways wealth can transition to the next generation. At Divergent Wealth we'll partner with you to explore those strategies best suited to your values and your goals.
Consolidation Strategies
Most people want to simplify their lives as they get older. This gives them the ability to spend more time with those they care about. Consolidating your advisers and your accounts is an easy way to simplify your life... and simplifying complicated things is one of our core competencies.
Financial Education
Learning never ceases, and therefore teaching is always in season. We consider ourselves educators as much as we do advisers. Our aim is that each interaction with us results in you knowing more than you did before.