Tight Ship Advisors - Blogs & Posts

Do you know all the assets your wealth management clients hold — especially the ones outside your direct oversight? That blind spot may be your firm’s Achilles’ heel.

Having a Power of Attorney for healthcare & property is just the first step. If you haven't completed all required steps to secure access & insight for your trusted person, there can be costly delays and barriers to access that will jeopardize your financial & physical well-being.