“Controlling what you can control” -- that is the philosophy that can help clients outperform their peers, according to Charles E. Carrick, a partner at DMJ Wealth Advisors in Greensboro, N.C. In his view, the client’s specific needs should drive the way an investment portfolio is structured, with a focus on aspects of the financial plan such as cash flow, tax planning, and estate planning that can actually be controlled by the client and his or her advisors.
DMJ Wealth Advisors has three financial planners who have primary responsibility for the clients. Each financial planner in the firm works with a client service person, as well. There is also a full-time planner who looks over all the plans to provide consistency throughout the firm, an operation supervisor who is responsible for overseeing the client services professionals, and other support staff.
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