Individuals & Families
You've worked hard. You've accumulated meaningful wealth. Now you need someone who will look at everything honestly — and tell you the truth about where you stand.
Our most common client: a successful professional or family who suspects their current arrangements aren't serving them as well as they should.
Why families come to us.
If any of these sound familiar, an independent audit will show you exactly where you stand.
- Worried your advisor isn't fully aligned with your interests
- Unsure about the hidden fees eating into your returns
- Approaching retirement and want a fresh, independent set of eyes
- Just inherited wealth and need forensic clarity before acting
- Want a second opinion on your existing financial plan
What we examine.
Four lines of inquiry, one file. We document every finding in plain language.
Advisor Alignment
Whose interests does your current arrangement serve? We trace how your advisor is compensated and where conflicts can hide.
Fees & Costs
Do you know your all-in fee? Every line-item cost across your accounts — advisory fees, fund expenses, and the charges that never appear on a statement summary.
Risk Exposure
How your portfolio is actually positioned versus how you believe it is — concentration, overlap, and downside exposure, documented.
The Plan Itself
Insurance policies, annuity contracts, and beneficiary designations — reviewed as one file, not in isolation.
Could you explain every position you own?
Start with your free Forensic Audit Score — or book a one-hour call.