White Papers

The Business of Wealth Management

by Roy C. Ballentine, CLU, ChFC, CFP®

Important decisions we made, why we made them, and what it means to you

This article describes important decisions we made in structuring our wealth management practice. Our purpose is to explain the decisions we made in our business and how they affect our clients. Much of what is covered here relates to the many conflicts of interest in the wealth management business and how we decided to address those conflicts.

This piece reviews how our firm began, the value of comprehensive, objective, and integrated advice, avoiding conflicts of interest, strategic planning, team leadership, and collaboration.


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