Our expertise in wealth management, low cost trust solutions, and financial adviser due diligence helps you cut fees and improve your investment outcomes.

Second Opinion Wealth Management is a financial advisory boutique — industry veterans with the “very particular set of skills” necessary to counsel individual investors, business owners, and family or professional trustees. We talk straight and work closely with clients as well as lawyers, accountants, and professionals that focus on other disciplines like family governance. Our wealth management strategies are both effective and easy to understand.

Among our core values, we believe solid financial advice is a function of market analysis rather than proprietary investment products. Which is why our website includes peer-reviewed, third-party investment research, multiple trust-and-estate tools, and due diligence resources that you can use to make better decisions about your wealth. But better yet, contact us and tell us what you want to accomplish.

How We Work

Second Opinion offers investment management and advisory services through ChangePath, LLC​. Its infrastructure and regulatory oversight enable us to focus on what you want to accomplish, develop strategies to get you there, and communicate investment results through financial reports that make sense.

Review our business practices in greater detail by clicking the button below.