Make Informed Decisions
Anna Diaz, Partner, Wealth Advisor, shares how our advisors help remove their client's mental load, so that their strategy is optimized, simplified, and executed cleanly.
The business owners that I'm working with have entrusted Corient in this work because we're really focused on supporting them in their important endeavors. They're functioning every day in their zone of genius, and their expectation of us is we're doing the same.
My name is Anna Diaz. I'm a Partner and Wealth Advisor at Corient. When we think about the work we're doing for our clients, we think about first financial. Absolutely. It is not uncommon that our very successful business owners and clients are making disjointed decisions.
Our job is to provide a proactive strategy, so the filter in which they make these decisions is informed. Second is the emotional load. Our clients often are asking themselves, what am I missing? Our job is to remove that mental load. So they feel that their strategy is optimized, is simplified, and is executed cleanly. And the third is generational. Absolutely there is technical design that goes into that, but it is also the thoughtful impact they wanna have with what they've created.
Disclosure:
Advisory services from Corient Private Wealth LLC (“Corient”), a registered investment advisor (“RIA”), are regulated by the Securities and Exchange Commission and offered in jurisdictions where the RIA is registered. “Registered” does not imply any level of skill, training or approval by the SEC.
Investing involves risk. Visit www.corient.com to read the Disclosure Brochure & From CRS before investing.
