Courtesy of myCIO Wealth ManagementShould your financial advisor pour over the details of your prenup? David Lees, a founding partner of my CIO Wealth Partners in Philadelphia, says he used to immediately refer clients who said they wanted a prenup to a divorce lawyer. But now he makes the case for getting actively in premarital agreements before the opposing lawyers start billing. “We do the full suite of investment planning—anything the client would have as a hot button issue,” says Lees, who is a Forbes 2017 Top Wealth Advisor. My CIO stands for my chief investment officer, but his firm’s pitch is broader: providing independent and objective advice on any investment, income tax, estate tax, or any financial planning topic.

Source: Forbes September 26, 2017 13:52 UTC