Broker Check

Second Opinion Service

Exclusively for friends, family, and associates of our valued clients

In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth families would value a second opinion on their finances.

To help the people you care about pursue their financial goals, we have created a complimentary second opinion service. We’re pleased to offer your friends, family members and associates the same wisdom and guidance that you have come to expect as a valued client of Luongo Wealth Management.

Working with a team that redefines wealth management

Ask ten people to define wealth management. Actually, ask ten wealth managers to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Luongo Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Wealth Management

Investment planning

• Portfolio management
• Portfolio performance analysis
• Risk evaluation
• Asset allocation
• Assessment of impact of costs
• Assessment of impact of taxes
• Investment policy statement

Financial planning

• Retirement planning
• Major purchase planning
• Income and asset protection
• What if? scenarios

Advanced Planning

• Wealth enhancement
• Wealth transfer
• Wealth protection
• Charitable giving
• Professional network relationship management

Our consultative process

We approach each new engagement with our consultative process. This allows us to have an open dialogue in which we learn about each client’s values and goals while working with them to create a wealth management plan. As a valued client, you will recognize the eight steps below as the process you have experienced with us. Through our second-opinion service, your friends, family members and associates can enjoy a portion of this experience at no cost.

Full client experience

  • Introductory Meeting
  • Discovery Meeting
  • Investment Plan Meeting
  • Mutual Commitment Meeting
  • New Client Welcome Meeting 
  • Financial Plan Input Meeting
  • Financial Plan Presentation Meeting
  • Progress Review Meetings and Advanced Plan

What to expect from our second-opinion service

After a brief Introductory Meeting with a friend, family members or associate, the next step would be a Discovery Meeting. If we both agree that we have a basis for working together, they will return for the Investment Plan Meeting. Through this process, we can confirm they are on track to fulfill their values and pursue their goals with their current financial advisor. If not, we will suggest ways in which we can help.

Second-opinion service

  • Introductory Meeting
  • Discovery Meeting
  • Investment Plan Meeting

Contact us today if you would like a second opinion or if you would like to introduce us to a friend or family member.

Have a Question?

Thank you!