The wealth management process works best when all of your professional advisors work as a team. A well-coordinated team enhances your well-being so that you worry less, work less, and have more time to devote to your family, friends, and personal interests.
Several of our clients have long-standing relationships with their current 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 skillfully organize your whole team.
We work directly with your:
- Estate planning attorney—making sure that your investment accounts are set up consistently with your estate planning documents.
- Income tax return preparer—making sure that your investments are being managed in a way that mitigates your taxes.
- Insurance agent—making sure that you’re adequately insured based on your estate plans.
You save a ton of time through our working directly with the other members of your team. And this collaboration ensures that we’re all on the same page, working together on your behalf.
If you don’t currently have some of these advisors and the need arises for their services we’re happy to tap into our network to find qualified professionals with credentials and interpersonal skills you’ll appreciate.
Mutual Fund Management Strategic Alliance
You further benefit from Onyx’s strategic relationship with a resource called Dimensional Fund Advisors.
Through a relationship for exclusive wealth management firms of which we’re one, DFA provides us with mutual fund management services as well as a vast array of information and research.