@Louie Pullen I’ve never met a wealthy wealth advisor/ financial planner.

Well I’m a Scared investor I don’t like to borrow a mortgage for the max amount in one building   I like to spread  the risk Say you take the 600k get an 80% loan on a small Alt building you live in one of them And the Alpha variant of Covid comes along  no evictions allows for 2 years   So you fo for 2 years with no rent collected But if I have 2 houses I’m flipping and a duplex living in one side I can weather the storm a little better Will I get as wealthy as if I got a 20% loan on an apt busking maybe not maybe yes.  

Remember, $200-$300/month in cash flow is nice, but leveraged appreciation is where the real wealth is generated.

Preserving wealth need not be the preserve of the incredibly wealthy.

I have a demanding diet due to my training, so it's challenging to eat for less than $500/month to get my protein in.

So, you have to decide what is their primary motivation and what are your needs.If you are very wealthy and have complicated financials, paying someone a few hundred bucks every year to maintain your LLCs and your anonymity is a no-brainer. 

Both were built by wealthy families and had been lovingly maintained throughout most of their history.

It is get wealthy slowly, not get rich quick.

@Michael Doherty Wealth is my ultimate goal generational wealth from the finances of my Real-Estate plan I will be able to inveture out and do other things.

Lexington is like a diet C-Ville.