Do I need to be accredited?
- Some advisors, strategies, or offerings may involve accredited investor considerations, but Capivise does not verify accreditation in the public match process.
- The accreditation question is used for match context only.
FAQ
Common questions about Capivise advisor matching.
Capivise helps people find financial advisors for specific situations. Capivise is not a financial advisor and does not provide investment, tax, or legal advice.
Can I already have an advisor?
- Yes. You may want a second opinion or an advisor with experience in one specific event.
- A new advisor can work with your current advisor, CPA, attorney, broker, trustee, or family office contact. You do not have to replace an existing relationship.
Does Capivise recommend an advisor?
- No. Capivise reviews your request and may introduce you to an advisor whose experience appears relevant.
- You should verify and interview the advisor before deciding whether to hire them.
- No advisor engagement, investment result, tax outcome, or planning outcome is guaranteed.
Ready to see the questions?
Start the match flow and stop before submitting if it is not useful.