Your Second Opinion
on Finances

In this challenging COVID-19 economy perhaps you may be in a complex situation or just unhappy with the advice from your current financial advisor—it’s not uncommon. We believe that many individuals and families would value a second opinion on their finances.

Why Are We Different
Full Client Experience

To help you instill confidence in achieving your financial goals, we have created a complimentary second-opinion service.

Download Our PDF Guide Request a Second Opinion


Second Opinion Service

Our Second Opinion on Finances Service follows the same foundation-building process you would experience as a new client, beginning with a Discovery Meeting.

Ideally, you’ll see value in our approach and return for an Investment Plan Review where we will have the opportunity to compare your objectives with strategies being used by your current financial advisor.

Once completed, we have found one of three things tends to happen:

  • Sometimes we find you are doing just fine and you’re relieved to hear it.
  • At other times we may find that the issues you need to have addressed do not fall into our areas of experience. If so, we’ll make recommendations for other firms that may be a better choice, given your needs.
  • Finally, we may find – and you may agree – that there are elements we can address for you and we will invite you to become part of our closely-knit family of clients.

We will make sure that you receive the very same concierge-level service our clients are accustomed to.


Ready to get started?

We offer our Second Opinion on Finances at no cost, and with no obligation, other than the time involved.

We will meet with you in person or if you prefer via a virtual meeting from the comfort of your own home for a Discovery Meeting.  If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current

Second Opinion on Finances from Truvestments

      Learn more about the Morning Note

      The purpose behind our “Morning Note” is different than typical newsletters.

      We don’t get lost in Wall Street jargon. Why? After nearly 40 years, we can tell you that “jargon” is what causes most of the mistakes investors make over time.

      The Morning Note helps our clients see through the constant fog driven by the media process. That process focuses on things which will – and are often intended – to scare you. If you are not scared, you won’t pay attention to what they say; if you don’t pay attention to what they say, they lose ad revenue. Simply put: it’s a business model – not news.

      Instead we focus on what we like to call “bread crumbs” along your pathway to your goals. You are your own “index” – not the S&P 500. Your goals, your interests and you and your families staying on your course. That requires a vastly more productive viewpoint. It requires we stand tall in the storms. It requires we remain patient and disciplined, while focusing on the long-term horizon ahead. The “bread crumbs” are designed to deliver your most valuable outcome – staying on your course. Many battles, setbacks and disasters await. Always have – always will.

      The theme of the Morning Note will allow one to always recognize this over-rising fact: When we started in this business, the DOW hovered at 950. It is well above that today. And – most important – every single thing we have been taught to be terrified of – has already unfolded, all while our country built unprecedented wealth. So one has two choices – fear today or be confident of tomorrow. The history of the United States is clear. We overcome, we build, we learn, we expand, we succeed, we lead. Sure, we mess it up at times – but know this: the data is clear that our best years are dead ahead.