Most of our clients already have an advisor, CPA, attorney, etc., that they’ve worked with. It’s very common to have a lot of “stuff” done (such as wills, tax planning, investment accounts, etc.), but never had someone to act as your Household CFO to make sure the different pieces actually fit together.
We ask our clients “when was the last time your CPA, attorney or investment advisor had a conversation about you”?
The answer is probably never.
We're different.
When you work with us, we act as your Household CFO to ensure that your Estate Planning wishes align with how your assets are titled, or your current tax strategy is reflected in your investment strategy. At Bailley Group Wealth Management, we make sure you have a Holistic Plan and a cohesive strategy, not just bits and pieces done with different people.
