Although many advisors use the term, according to research by the firm CEG Worldwide, only 6% of advisors truly practice wealth management. Most other advisors are investment generalists who emphasize portfolio management much more heavily than big-picture planning strategies.
With Anat’s expertise in Financial Planning and Michael’s in Investment Management, our unique advantage lies in the complementary skill set of our two partners. This allows us to offer the best of both worlds: in-depth holistic advice paired with customized portfolio solutions tailored to your unique circumstances. As a result, you can expect a much deeper level of advice and service compared to what some advisors can offer.