Unlock the Power of Our Professional Network

Tapping into the rich network of professionals we associate with has many benefits. Having worked with a wide variety of families with a wide variety of needs, our networks often include everything from accountants and attorneys to high-end tailors and travel agents.

The importance of this can’t be overstated. Leveraging our network can help with: 

Coordination: Collaborating with other professionals helps to ensure that every aspect of your financial plan is aligned. We work together to consider all aspects of your life, providing solutions that encompass not just your financial goals but also your lifestyle, family needs, and long-term aspirations.

Reliability: We build our networks based on trust and proven expertise. When we refer you to someone in our network, it speaks positively of their credibility and reliability. This reduces the risk you face by finding and evaluating professionals on your own.

Forward Thinking: Engaging with our network equips you with strategies to stay ahead. For instance, a cyber security consultant could advise you on upcoming digital security trends, safeguarding your assets and personal information against emerging online threats. It’s unlikely that most of us would engage this type of professional on our own.

So, what professionals should you leverage? Here’s a short list to get you started:

  1. Estate Planning Attorney: Expertise in wills, trusts, and estate management.
  2. Tax Attorney: Specialized in advanced tax planning strategies.
  3. Private Banker: Offering personalized banking services.
  4. High-End Real Estate Agent: Expertise in luxury properties.
  5. Art Consultant: For art acquisition and management.
  6. Personal Insurance Advisor: Specializing in comprehensive insurance strategies.
  7. Philanthropy Consultant: Guidance on charitable giving and foundation management.
  8. Family Office Services Provider: For those considering or operating a family office.
  9. Boutique Travel Advisor: Specializing in unique, high-quality travel experiences.
  10. Business Succession Planner: Assisting with the transition of family businesses.
  11. Concierge Health Care: Offering personalized health care services.
  12. Private Education Consultant: Assisting with school admissions and planning.
  13. Interior Designer: Expertise in home design and renovation projects.
  14. Bespoke Tailor and Stylist: Providing custom clothing and styling advice.
  15. Wine Consultant: For those interested in starting or managing a wine collection.
  16. Personal Chef Services: Specialized in personalized meal planning and preparation.
  17. Elder Care Specialist: Advising on quality care for aging family members.
  18. Cyber Security Consultant: Providing strategies to protect personal and financial data.
  19. Investment Real Estate Broker: Specializing in income-generating properties.
  20. Personal Trainer: Offering customized fitness and wellness programs.

Our professional network can be a resource that adds significant value to your financial planning. Beyond investment advice, this network can provide comprehensive solutions to a wide range of challenges and needs. Leveraging these connections can lead to more cohesive, efficient, and effective management of your financial life.

Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

This letter is not intended to be relied upon as forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date noted and may change as subsequent conditions vary. The information and opinions contained in this letter are derived from proprietary and nonproprietary sources deemed by Roush Investments, LLC to be reliable. The letter may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projection and forecasts. There is no guarantee that any forecast made will materialize. Reliance upon information in this letter is at the sole discretion of the reader.

Please consult with a Roush Investments, LLC financial advisor to ensure that any contemplated transaction in any securities or investment strategy mentioned in this letter align with your overall investment goals, objectives, and tolerance for risk.

Additional information about Roush Investments, LLC is available in its current disclosure documents, Form ADV and Form ADV Part 2A Brochure which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 151288.

Roush Investments, LLC is neither an attorney nor an accountant, and no portion of this content should be interpreted as legal, accounting or tax advice.