Wealth Advocacy Services
Our wealth advocacy service enables us to work with your existing team of experts such as accountants, financial planners, stock brokers, insurance providers and mortgage brokers to create better outcomes for you. Often clients will have an existing team of experts they use but they are just not seeing the results they had hoped for.
As an advocate we help you design a structured realistic plan that reflects your values, lifestyle goals and wealth needs. We then work with your team of professionals to get them to action their area of expertise. We assist by helping you understand what each professional does and ensuring your team of experts take a collaborative and integrated approach, holding them accountable for their results.
Join the Thalia Stanley Group family by engaging a wealth advocate today. Contact us.