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Managing significant wealth is complex.
With multiple advisers and a constant stream of ideas, products, and investments from private bankers, stockbrokers, accountants, and friends, it can be challenging to determine what’s right for you.
At Wealth Differently, we serve as your independent Outsourced Chief Investment Officer (OCIO) and second set of eyes on your wealth. We guide you through the complex world of investing and collaborate with all your advisers to ensure everyone is aligned. Our independence means your best interests are always our top priority.
Shelley Marsh is your independent OCIO and founder of Wealth Differently.
Having spent 28 years in investment markets and advising, she is highly experienced and is uniquely positioned to help high-net-worth individuals and families manage their wealth.
Shelley believes that collaboration and transparency are keys to managing significant wealth. She enjoys guiding her clients through the complexities of investment markets to help them take an active and empowered role in their wealth.
