In our opinion, most wealth management firms only offer their clients short-sighted financial advice. In addition, we believe portfolios are primarily invested in yesterday’s top performers, rather than focusing on the future.
TopTier was created to combat both of these significant issues. By providing comprehensive wealth management, we strive to make sure no detail is ever overlooked in the financial planning process.
Furthermore, rather than chasing past performance, we also invest our clients’ investment portfolios with future prospects in mind.