Today we pull the curtain back on two wealth management pillars: Independent Firms and Bank Owned Firms. When assessing which direction to take when entrusting your family legacy to a wealth manager, consider what is offered. From creative planning ideas, to finding the best solution for your capital growth we encourage you to be thorough in your decision making. To help, we suggest some simple questions to ask and queries to make so that you too can pull back the curtain and continue to Redefine Your Wealth.