Is Our Firm Right for You?

If you answer NO to any of these questions, Durbin Bennett Peterson | Private Wealth Management, L.L.P. may be the right firm to provide solutions for your wealth management issues and concerns.

• Do you currently have an independent financial advisor that you trust?
• Is your wealth fragmented?
• Is anyone coordinating your investment managers to optimize your portfolios on an after-tax basis?  Is anyone actively monitoring those managers with appropriate performance evaluations on a systematic and regular basis?
• Does anyone completely understand your entire financial picture and family’s goals?
• Are you confident the strategies that are recommended to you are suited for your specific situation?
• Are your advisors focused on your interests without any conflicts of interests or distractions?  Are you certain that you are getting the most advanced and sophisticated strategies recommended to you for your personal situation?
• Are you currently working with qualified professionals in the various fields of tax, estate planning, insurance and investment management?
• Are your investment portfolios, estate plan design and income tax planning well integrated?
• Do you have someone that can coordinate with all of your consultants on your behalf to integrate your team of advisors and ensure that your unique family goals and objectives are accomplished?
• Do you have a Strategic Wealth Plan™?
• Do you have a Family Governance Structure?  Have you addressed the family’s purpose for the wealth and how that purpose will be shared with the future generations?      

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