The Wealth Management Hierarchy

August 20, 2019

The Wealth Management Hierarchy

VFO: Virtual Family Office:

Comprehensive, Goals Maximized, Authentic Confidence, Comprehensive Results

Wealth Manager:

Extensive, Goals Extensive, Quiet Confidence, Wide-Ranging Results

Financial Advisor or Investment Advisor:

Limited, Goals Bounded, Incomplete Confidence, Restricted Results


Single: Goals Limited, Limited Confidence, Results in Single Area