Over the years, we have developed strong relationships with professionals and firms that assist us and you in your pursuit of financial freedom. Though our alliances touch on many different areas of your life, they all have one thing in common with each other and us. We all are singularly focused in always putting your interests first.
It’s important to point out that while we work very closely with all of our strategic partners, there are no formal or informal commitments to work only with or continue working with any of them. And there is no compensation to or from any of our alliances for referring each other clients.
Your Advisory Team
The wealth management process works best for you when all your professional advisors work as a team. We can facilitate a well-coordinated effort among your team that is designed to help you worry less, work less, and have more time to devote to your family, friends, and personal interests.
Many of our clients have long-standing relationships with their current tax and estate advisors and wish for them to continue to be valuable members of their team. You can rely on us to work seamlessly with your other advisors and to organize your whole team.
Even if you do not already work with other advisors, we have developed strong relationships with qualified professionals, local and nationwide. Our close professional network is ready to assist you.
Whether a pre-existing relationship or one we helped you form, we work directly with your:
Estate Planning Attorney – making sure that your investment accounts are set up consistently with your estate plan. Examples would be ensuring accounts are correctly titled, and named beneficiaries are consistent with your plan.
Income Tax Preparer/Advisor – ensure your financial and investment plan are managed in a way that mitigates your tax burden.
Insurance Agent – making sure that your insurance coverage adequately addresses your risk.
You can save quite a bit of time and effort by working with the other advisors on your team. Our collaboration and coordination ensure that we are all on the same page, working together on your behalf.
Dimensional Fund Advisors (DFA)
We have a long-standing relationship with DFA and have worked closely with them since Pillar’s inception. We do not use DFA investments exclusively but do use them extensively. DFA offers institutional class mutual funds and exchange traded funds (ETFs).
Our relationship with DFA allows us (and you) to benefit from their ever-growing body of information and research. We do not receive any compensation from DFA.