Introducing the FourSIGHT Alliance.

 

The FourSIGHT Alliance is a network of financial services professionals and attorneys who are committed to excellence beyond legal, regulatory or professional-body requirements. Through regular communication and information sharing, we explore better ways to serve clients and solve their problems.

The FourSIGHT Alliance benefits your clients in three major ways:

  • Personal Service Plus – Clients of the FourSIGHT Alliance partners not only get the personal attention they expect from a boutique advisory firm; they also benefit from the firm’s access to additional expertise and unbiased perspectives from other trusted advisers.

  • A Synergistic Approach – While member firms have their own strengths, the FourSIGHT Alliance enables those firms to leverage the strengths of other members. Clients benefit from a wider network of resources, including research and individuals with specialized practice areas.

  • Thought Leadership – Through regular communication and collaborative study, members of the FourSIGHT Alliance share ideas and develop investment strategies that place the interest of their clients first.

 

A sounding board just for you.

 

Members of the FourSIGHT Alliance share their ideas, their expertise and their problems with each other. Whether it's growth, succession planning, or an investment decision, Alliance members benefit from the wisdom and experience of their fellow practitioners.

 

 

The Founders of the FourSIGHT Alliance

Three different firms. One shared philosophy. That's how the FourSIGHT Alliance began. The founders of the the Alliance are fee-only, fiduciary investment advisers who share a commitment to client service and see how access to a breadth of perspectives that can help strengthen the quality of advice.

Wayne Titus, CPA/PFS, AIFA(R)
AMDG Financial, Plymouth MI

Wayne Titus, CPA/PFS, AIFA

For Wayne Titus, working with clients means helping them understand their financial situations so they can become good stewards of their money. Titus founded AMDG Financial and AMDG Business Advisory Services, PLC, in 2002 after more than 15 years in management at two large accounting firms, working with Fortune 50 clients. “While I loved the experience, I was looking for something more,” says Titus. “Owning my own tax and advisory firms enables me to share what I’ve learned with my community, while at the same time, honoring my personal values of entrepreneurship,  family and civic involvement.”

Read more about Wayne Titus.

 

Bert Doerhoff, CPA
Aura Wealth Advisors, Jefferson City MO

Bert Doerhoff, CPA

An award-winning adviser, Bert Doerhoff specializes in helping highly successful individuals and small business owners achieve their dreams. He founded Aura Wealth in 2000, and also owns Accubiz, which specializes in providing small businesses with affordable accounting services. A past president of the Missouri Association of Tax Practitioners, Doerhoff also served as a member of the advisory council to the Missouri Director of Revenue.

Read more about Bert Doerhoff.

 

 

Dale Lam, CFP(R), CPA
Strategent Financial, Harrisonburg VA

Dale Lam, CFP, CPA

[][1]Dale S. Lam, is the founder and owner of Strategent Financial, LLC. Dale has an extensive financial background and is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNERTM professional. He is also a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants. Dale was educated at the University of Virginia’s McIntire School of Commerce, where he graduated in the top one percent of his class with a Bachelor of Science degree in Commerce, with a concentration in accounting.

Read more about Dale Lam.