Second Opinion Service

Exclusive offer from Appomattox Wealth Management

In this challenging economy, you may be in a complex situation or just unhappy with the advice from your financial advisor–it’s not uncommon.

We believe that many high-net-worth investors would value a second opinion on their finances.

Claim Your Offer Now

Enter your information below to receive your exclusive second opinion service offer.

We value your trust and will always respect your privacy. We will never sell your information.

In order to help you word towards achieving your financial goals, we have created a complimentary second-opinion service. We’re pleased to offer you the experience and guidance that you should expect in your financial professional.

Investment
Consulting

Asset allocation
Portfolio management
Manager due diligence
Risk evaluation
Performance analysis

Advanced
Planning

Wealth enhancement, including cash flow management and tax minimization
Wealth transfer
Wealth protection
Charitable giving

Relationship
Management

Regularly scheduled calls, reviews and in-person meetings
Team of professionals, including legal, tax, insurance and investment advisors

Working with a team that redefines wealth management.

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Appomattox Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Our consultative process.

We approach each new engagement with a consultative process. This allows u to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help pursue them. As a valued client, you will recognize the five steps below as the process you have experienced with us. Though our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost. Additional fees may apply depending on the services provided.

Full Client Experience

Discovery
Meeting

Investment Plan
Meeting

Mutual Commitment
Meeting

45-Day Follow-up
Meeting

Regular Process
Meetings

What to expect from our second-opinion service.

We will meet with your friends, family members and associates for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, they will return for the Investment Planning Meeting. Hopefully, we can confirm they are on track to fulfill their values and achieve their goals with their current financial provider if we are not a good fit for their needs. Either way, they will receive a Total Client Profile and a personalized analysis of their current situation.