SEIA’s Winning Formula for 5-Star Wealth Management
What does comprehensive wealth management look like today?
In a recent conversation with InvestmentNews Managing Editor James Rogers, Jared Chase shared why the traditional advisor silo approach no longer works for many families navigating increasingly complex financial decisions.
Rather than relying on a single advisor to do everything, Jared discussed SEIA’s quarterback model, bringing together the right knowledge across investment management, financial planning, tax, estate planning, and other key areas to help clients navigate increasingly complex decisions.
Client needs have become increasingly interconnected. Decisions around investments, taxes, estate planning, business ownership, philanthropy, and family dynamics often overlap, making coordinated advice and specialized experience more important than ever.
The conversation followed InvestmentNews’ recognition of Team Holmes, Team Hirsh, Team Johnson, and Team West as 2026 5-Star Wealth Management Teams.
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