Verify. Then trust.

Verify.
Then trust.

Second Opinion is a financial advisory boutique. We put facts on the table, cut through the hype, and help you make informed decisions about your wealth.

Second Opinion Wealth Management serves individual investors, business owners, and individual or professional trustees.

Wealth Management

We manage money and counsel you about organizing your wealth, evaluating financial advisers, teaching kids financial literacy, practicing Internet safety, monitoring investment results, and knowing exactly what to do when the unexpected strikes.

Low Cost Trust Solutions

If your trust fund pays over 1% annually for investment and administrative services — or if you are creating a trust for your family’s unique needs, contact us. We are not a trust company. But we make trusts accessible to a broad range of investors.

Adviser Due Diligence

Verify before you trust financial advice from anyone. Including us. We show you how to background check investment professionals and investigate the business practices of their employers. Or you can retain us to dig even deeper.

As Seen In

“I write about wealth management, speak publicly about the changing landscape, and believe the resources available to investors have never been more powerful.”

Norb Vonnegut
Founder, Second Opinion Wealth Management

As Seen In

“I write about wealth management, speak publicly about the changing landscape, and believe the resources available to investors have never been more powerful.”

Norb Vonnegut
Founder, Second Opinion Wealth Management

As Seen In

“I write about wealth management, speak publicly about the changing landscape, and believe the resources available to investors have never been more powerful.”

Norb Vonnegut
Founder, Second Opinion Wealth Management