Our financial services industry experience over the last decade confirmed our belief that comprehensive wealth management requires both a customized long-term plan as well as the regular and ongoing maintenance of that plan. Life changes, so your plan should also be evaluated and adjusted to support those changes.
Unfortunately, the traditional financial advisor business model isn’t focused on ongoing support and adjustment of customized plans. Even worse, most advisory models shift the burden of executing recommendations onto the client. The client often feels overwhelmed or uncomfortable coordinating the multiple advisors required to implement a full plan.
The idea for Daybreak Wealth was born. We decided to combine our services (Independent Financial Advisor & Estate Planning Attorney) to act as the central hub for our clients’ financial lives. We founded the firm with the vision to act as a long-term decision-making partner. We serve all of our clients with an experienced, team model, and we coordinate on behalf of our clients for any services that we are unable to execute inhouse.
Our advisory service is designed to ensure that our clients’ plans remain coordinated and working harmoniously for them over the course of their lives.
We would love the opportunity to learn more about you. Please use the link below to book an introductory meeting.