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I already have trusted financial, legal and tax counsel. How can Broad Street help me?

April 26, 2017broad counsel financial help Legal Street tax trusted

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I already have trusted financial, legal and tax counsel. How can Broad Street help me?

1 Answer

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We will help facilitate dialogue between our clients’ existing team of accountants, attorneys and bankers, making sure all of our clients’ advisors are on the same page and focused on the same long-term goals. We provide objective advice for a fee and our main business focus is investment and fiduciary consulting. Because of our focus and independence, we are able to develop sound financial plans and strategies based on our clients’ best interestsnot the interests of particular fund management groups. To learn more about Broad Street’s private wealth services click here (private wealth page) or contact us toll free at (888) 836-1166 or via email at info@bscadvisors.com.