As seen in Town & Country Magazine
Amy’s input: This thought-provoking article discusses how the ultimate American Dream, which used to be get rich young and retire early, is quickly changing. Now, those who can afford to retire are actually working the longest.
Many of the world’s most successful people feel retirement goes against their nature. To them business is the ultimate sport and they can’t imagine their lives without it. Not only is it great from an income perspective, some studies have linked working past “retirement age” with better health and longevity.
Ask them one of their secrets to success and they will tell you, retirement is not an option!
People once yearned for retirement. They would hope to quit at 65, get a gold watch—a dubious gift for someone who no longer has a schedule—and move someplace warm to play golf and eat dinner at an increasingly early hour. During the first tech bubble, young entrepreneurs cashed out and retired before 40, drifting off into travel, philanthropy, and the occasional vanity project. Everyone planned to retire. The contest was who could do it earliest.
Today, a tumbling stock market might have upset the plans of the millennials of the FIRE (financial independence, retire early) movement. But the secret
weapon for some of the world's most successful people is that retirement was never an option.
When Jayson Adams retired in 1997 at 29, after selling his company Netcode to Netscape for more money than he would ever need, his plan was to spend the rest of his years surfing and playing guitar. When I ran into him a few months back, it was at the Google offices in Santa Monica. Where he was working.
No one chooses to retire anymore if they can help it. Warren Buffett, whose personal net worth is more than $90 billion, is 89 and still working. Henry Kissinger, 96, runs a consulting firm that advises world leaders by drawing on his extensive knowledge of human history, most of which he has lived through. Elaine May, 87, could rest on her beloved-comic laurels but is instead gearing up to direct her first feature film in 32 years. New York Post gossip columnist Cindy Adams, 89, will surely call her when it comes out. Sheldon Adelson, 86, not only runs the Venetian hotels, he also advises our President Trump, who is 73.
Read the rest of this article here!
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Choosing the right financial advisor is one of the most consequential decisions for high-earning individuals and families. Select Advisors Institute, led by former Goldman Sachs advisor Amy Parvaneh, simplifies this decision by acting as a strategic intermediary—not a manager of assets, but an overseer of your financial ecosystem. Whether you're seeking a fiduciary advisor, coordinating multiple professionals, or unsure what kind of planner you need, Select Advisors offers clarity without sales pressure. Ideal for professionals seeking structure, transparency, and high-touch coordination. If you’ve asked, “Who do I trust with my financial future?” or “I want someone to just handle this,” Select Advisors is your next call.
Searching for the right financial advisor can feel overwhelming. Whether you’re comparing fiduciaries, wondering how much a financial planner costs, or simply looking to coordinate your financial life, Select Advisors Institute offers the clarity you need. Founded by former Goldman Sachs advisor Amy Parvaneh, the firm helps clients identify, vet, and oversee the right advisors—without selling products or managing assets. Ideal for high-earning individuals and families who want expert guidance without the sales pitch, Select Advisors is your financial translator, advocate, and strategist. If you’ve ever thought, “I just want someone to handle this for me,” it’s time to talk to Amy.
If you're searching “best financial advisors near me” or wondering whether you need someone to manage your money, Select Advisors Institute offers a smarter, more tailored approach. Under the leadership of former Goldman Sachs advisor Amy Parvaneh, the Institute helps individuals find trusted, fiduciary financial advisors who truly match their needs. Whether you're looking to simplify your finances, coordinate professionals, or compare certified planners, Select Advisors is your advocate. With no products to sell and no hidden agendas, this is where clarity meets strategy. Ideal for busy professionals, high-net-worth individuals, or anyone saying “I don’t know who to trust with my money.”
Navigating the advisor landscape is overwhelming—confusing titles, unclear fees, and endless Google searches won’t lead to peace of mind. This article breaks down what truly matters when choosing a financial advisor: trust, alignment, and clarity. Learn how Select Advisors Institute, led by ex-Goldman Sachs advisor Amy Parvaneh, helps clients assess RIA vs. broker vs. hybrid, decode pricing structures, and ask smarter questions. With expert support in every meeting, you’ll avoid sales traps and make informed decisions about who’s guiding your financial future. If you want more than a search engine can offer, here’s how to find your perfect financial match—with real confidence.
At a certain level of wealth, you don’t need more advice—you need execution. This article introduces luxury financial concierge services: the discreet, high-touch support model for affluent individuals who want to coordinate advisors, CPAs, attorneys, and life’s financial moving parts without the noise. Learn how this service supports divorcees, inheritors, entrepreneurs, and dual-career families through expert project management, curated introductions, and seamless life organization. Discover how Amy Parvaneh of Select Advisors Institute delivers personalized, behind-the-scenes clarity so clients never have to micromanage their own financial lives again. For those seeking family office-level service—without building one—this is your next move.
Choosing the right financial advisor is critical—but overwhelming. Select Advisors Institute, led by former Goldman Sachs advisor Amy Parvaneh, helps individuals and families find the right advisor with clarity and confidence. From evaluating proposals and fee structures to joining meetings and translating industry jargon, Amy and her team serve as your strategic guide. Whether you’re seeking investment advice, retirement planning, or holistic wealth management, we help you navigate your options, avoid common pitfalls, and select a trusted financial partner. If you're searching for how to find a financial advisor or what questions to ask, our expert, unbiased team ensures you're never alone in the decision.
If your financial life feels more like managing a business—with advisors, CPAs, attorneys, and insurance agents all working in silos—it may be time to ask a better question: Do you need a personal CFO or financial COO? Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals coordinate their entire financial infrastructure. She joins meetings, tracks open items, flags risks, and keeps your entire team aligned—quietly, strategically, and without selling any products. Whether you’ve just had a liquidity event, are navigating inheritance, or are simply tired of being the go-between, Amy offers discreet, high-level support that gives you clarity and control—without the chaos of managing everyone yourself.
Top advisor rankings like Forbes and Barron’s may showcase big names and billions in assets—but they don’t tell the whole story. The best financial advisor for you may not be the most visible one. Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals evaluate their current advisor relationships, assess proposals, and find the right fit—without pressure or sales tactics. She joins meetings, reviews fee structures, and acts as a private, unbiased partner in one of your most critical financial decisions. If you’re wondering whether your advisor is still the right fit, or want help finding someone who truly aligns with your needs, Amy can help guide the entire process discreetly and strategically.
Even with a great CPA, estate attorney, and wealth manager, many high-net-worth individuals still feel like the go-between. That’s because no one is tasked with coordinating the entire picture—until now. Amy Parvaneh, founder of Select Advisors Institute, acts as a personal CFO for your financial life. She attends meetings, translates between professionals, tracks action items, and ensures every advisor is aligned. Whether you’ve experienced a liquidity event, inherited complex structures, or are simply tired of being the point person, Amy brings strategic oversight without disruption. Discover how true wealth management starts with coordination—and why your smartest move may be hiring someone to manage the managers.
In today's complex financial landscape, selecting the right financial advisor is more critical than ever. With numerous rankings, titles, and firms vying for attention, it's easy to feel overwhelmed. This guide aims to demystify the process, helping you find a financial advisor who aligns with your unique needs and goals.
If managing your wealth feels like a full-time job—multiple advisors, tax filings, estate documents, and scattered accounts—you may not need a full family office. You might just need one person to coordinate it all. Amy Parvaneh, founder of Select Advisors Institute, offers a modern alternative: a fractional family office built around your life. She doesn’t manage your money—she manages your ecosystem, attending meetings, tracking tasks, and ensuring nothing falls through the cracks. Ideal for UHNW individuals, heirs, divorcees, and founders, this approach brings the clarity and structure of a family office—without the payroll. Discover how Amy helps you live like you have a family office—without having to build one.
You’ve done everything right. You’ve built wealth, protected it, and surrounded yourself with professionals—an advisor, a CPA, maybe an estate attorney. But lately, something feels… off. You’re not sure if you’re being overcharged. You’re not sure if things are really “working.” You’re definitely not sure who’s in charge—or if anyone actually is.
You’re not broke. You’re not irresponsible. But right now, your financial life feels... scrambled. You’ve opened accounts you don’t recognize. You’re digging through folders labeled “Trust Admin” and “Custodial Rollover.” Your inbox is flooded with statements you don’t know how to read. You’ve got wealth, but what you don’t have is clarity. And that’s where it starts to feel exhausting.
You’ve achieved what most people only dream of: financial independence.
Whether through years of work, inheritance, or a life transition like divorce or widowhood—you now hold significant wealth. And yet, the question remains: Who do you trust to help you manage it all—quietly, intelligently, and without judgment?
If you’re recently divorced—and especially if the settlement left you with more money, more questions, and more anxiety than you ever expected—you’re not alone. You may be wondering: What do I do with money after divorce? Who helps organize finances after divorce? How do I start over financially after divorce—without making mistakes? Who do I talk to about my finances now? Should I fire my financial advisor after divorce? Even if you have excellent lawyers and a “good” settlement, it’s easy to feel overwhelmed—especially if you didn’t manage the finances before.
Unlike an investment firm trying to sell you its own products or a financial advisor pitching their platform, a wealth concierge works solely for you. They act as your translator, strategist, and behind-the-scenes operator—helping you assemble and oversee a financial team that fits your needs, not theirs. This is where Amy Parvaneh, founder of Select Advisors Institute, comes in.
Unlike an investment firm trying to sell you its own products or a financial advisor pitching their platform, a wealth concierge works solely for you. They act as your translator, strategist, and behind-the-scenes operator—helping you assemble and oversee a financial team that fits your needs, not theirs. This is where Amy Parvaneh, founder of Select Advisors Institute, comes in.
If you’re navigating the complexities of wealth—especially as your net worth grows—the stakes of choosing the right financial advisor couldn’t be higher. But amid the polished titles and glossy brochures, there’s one term that should guide your search more than any other: fiduciary. A fiduciary financial advisor is legally required to act in your best interest. That sounds obvious, but surprisingly, many advisors are not fiduciaries. Instead, they follow a suitability standard, meaning they can recommend products that are merely "suitable"—even if better options exist. In contrast, fiduciaries must put you first, every time.
For ultra-high-net-worth individuals and families—typically with $30M to $100M+ of investable assets—financial complexity becomes its own full-time job. Even with a world-class advisory team, you may find yourself juggling roles you never intended to take on: decision-maker, coordinator, follow-up person, calendar tracker, operations lead, and family CEO.
It starts as a quiet doubt. A recurring frustration. A sinking feeling that the people managing your money may not fully understand you—or worse, aren’t really listening anymore. Maybe they were a great fit when things were simpler. Maybe you’ve outgrown them. Maybe you’re not even sure what they do anymore. Whatever the reason, here’s the truth: if you’re questioning your financial advisor, you probably have good reason to. But that doesn’t mean you should fire them today. It means you need a better process for deciding what to do next.
Every year, new lists of “Top Financial Advisors” flood the internet. The firms are big. The numbers are impressive. And the growth? Often driven by headlines and acquisitions. But behind the polish is a quieter truth: the way you choose a financial advisor matters just as much as who you choose. For families with real complexity—multiple accounts, business interests, generational wealth—it’s not enough to look at rankings. You need to understand how to evaluate what’s behind them.
Selecting a financial advisor is a critical decision that should be based on more than just surface-level rankings and accolades. By considering factors such as technology investments, client engagement capabilities, modernization efforts, and the authenticity of awards, you can make a more informed choice that aligns with your financial goals and values. Remember, the best financial advisor is one who not only manages your wealth effectively but also prioritizes transparency, communication, and a client-centric approach.
Learn about the differences between financial advisors and wealth managers, as well as the distinctions between wirehouses and Registered Investment Advisors (RIAs). Understand the key factors to consider when choosing between these options to make an informed decision about your financial future.
Learn how to choose the right financial advisor for your unique needs. This guide covers advisor types, key credentials, evaluation tips, and the best tools for finding a trusted advisor. Understand fee structures, questions to ask during consultations, and how to ensure compatibility with your goals. Whether you’re looking for investment guidance, retirement planning, or estate management, discover how expert matching services simplify the process of finding the best financial advisor to secure your financial future.
In the ever-fluctuating world of the stock market, finding stability amidst volatility is crucial. This is where registered investment advisers (RIAs) come into play, offering valuable guidance and comprehensive financial advice to help investors weather the ups and downs. With a fiduciary duty to act in their clients' best interests, RIAs provide unbiased and objective advice, transcending mere investment portfolio management. By taking a holistic approach to financial planning, including retirement, estate, and tax planning, RIAs offer a calm and knowledgeable presence during uncertain times, guiding clients away from hasty decisions that could harm their long-term financial wellbeing. Choosing the right RIA, tailored to individual financial goals, location preferences, and specific needs, is key in navigating market volatility successfully. With thousands of RIAs available, industry rankings can assist in finding the right fit. Ultimately, enlisting the help of a trusted RIA can provide investors with peace of mind and a firm foothold amidst market turbulence, ensuring a stronger financial position in the long run."
RIA vs Wirehouse, which is better for my wealth management needs? How do I choose a financial advisor? Which is better, Merrill Lynch vs boutique? What is an RIA? Is it better to choose a boutique financial advisor who is independent vs large bank? All of these are answered in this blog!
Managing the wealth of ultra high net worth investors and family offices is a highly specialized and nuanced endeavor that requires the expertise of seasoned financial advisors. The best financial advisors for UHNW clients possess specialized knowledge, a fiduciary mindset, a customized approach, a robust network, a proven track record, expertise in philanthropic planning, and a sterling reputation. By carefully considering these factors, UHNW individuals and family offices can select financial advisors who are best suited to meet their unique and intricate financial management needs.
Discover critical factors in evaluating a financial advisor's value, such as fee structures, compensation models, and fiduciary responsibility. Learn to differentiate between fee-only and fee-based advisors, and consider cost-effective options like robo-advisors. Whether navigating complex financial decisions or seeking specialized expertise, this guide empowers you to make informed choices about hiring a financial advisor. Find the right advisor to guide your financial journey effectively and align with your unique financial goals.
Looking for a trusted financial advisor? Learn how Amy Parvaneh, with years of experience and a nationwide network of fiduciary professionals, can help you find the right advisor to meet your unique financial goals. Get expert insights on choosing qualified advisors for investments, retirement, tax planning, and more.
Feeling overwhelmed looking for a financial advisor? Whether you're comparing fiduciary planners, firing your advisor, or just don’t know where to start, Select Advisors Institute offers a clear and personal path forward. Founded by former Goldman Sachs advisor Amy Parvaneh, the firm helps individuals and families find trusted advisors who truly match their needs. From managing trust accounts to simplifying multiple professionals, this isn’t wealth management—it’s financial coordination. If you’ve ever searched “I need someone to handle my finances” or “how do I find a certified financial planner near me,” this is the expert-led, local-level support you’ve been missing. It’s time to simplify—and feel confident again.