The annual check-in
One call a year, if that, and it feels more like a formality than a real conversation about your life.
The attention problem
The fees stayed. The attention didn't.
You're still paying the same fee you always have. Are you still getting the same attention, the same proactive outreach, the same person who actually knows your situation? For a lot of people, the honest answer is no.
Signs you've been taken for granted
Passed down the chain
The advisor you originally hired has moved on, retired, or sold the practice, and you were handed to whoever was left.
Generic, not yours
The portfolio review looks the same as everyone else's—same model, same talking points, nothing specific to your actual situation.
You do the following up
You're the one remembering to ask questions, chasing down answers, and initiating conversations that should have come from them.
What attention should actually look like
A relationship that's working doesn't require you to manage it. Investing, tax, and estate work stay coordinated under one team that talks to each other, so nothing falls through a gap between specialists.
You answer to us, and we answer to you—not to a growth target set by people who've never met you.
Common questions
How do I know if this is really happening to me?
A simple test: when was the last time your advisor reached out to you first, with something specific to your situation, not a market update sent to everyone?
Is it disruptive to get a second opinion?
No. It's a thirty-minute conversation, no pitch, and you keep the notes either way.
See what attentive actually feels like.
Bring us what you have. We'll tell you plainly whether it's still working for you.