ABOUT“US”

I BUILT TRUSTSHIELD FOR A RARE KIND OF INDIVIDUAL—THOSE WHOSE WEALTH IS TOO LAYERED TO HAND OFF, TOO EXPOSED TO IGNORE, AND TOO CONSEQUENTIAL TO TRUST TO A FIRM WITH A TEAM. I AM NOT PART OF YOUR FINANCIAL CIRCLE. I’M THE ONE STANDING OUTSIDE OF IT—WATCHING IT LIKE NO ONE ELSE WILL. MY NAME IS CHARMAINE MORROW, AND I WORK INDEPENDENTLY—BY DESIGN. I HOLD A BACHELOR’S DEGREE IN ACCOUNTING FROM SOUTHERN NEW HAMPSHIRE UNIVERSITY AND BRING A PRECISE, ANALYTICAL APPROACH TO EVERY AUDIT I CONDUCT. THERE ARE NO JUNIOR STAFF, NO HAND OFFS, NO ROTATING TEAMS. WHILE I WORK INDEPENDENTLY, I DON’T WORK ALONE. I’M PARTNERED WITH ADVANCED ARTIFICIAL INTELLIGENCE—MY SILENT, TIRELESS SECOND SET OF EYES. IT DOESN’T REPLACE MY JUDGMENT. IT ENHANCES IT. TOGETHER, WE SCAN DEEPER, MOVE FASTER, AND UNCOVER WHAT TRADITIONAL FIRMS OFTEN MISS. THAT’S WHY I SAY “WE.”

TRUST SHIELD IS NOT A FIRM. IT’S A FORCE—BUILT TO PROTECT YOU FROM WHAT NO ONE ELSE IS TRAINED TO SEE. YOU WILL NEVER BE ROUTED TO AN ASSISTANT. YOU WILL NEVER EXPLAIN YOURSELF TWICE. YOU WILL NEVER WONDER WHO ELSE HAS SEEN YOUR NUMBERS—BECAUSE NO ONE HAS. JUST ME. I DON’T MANAGE YOUR MONEY. I DON’T ADVISE YOUR PORTFOLIO. I DON’T SPEAK IN JARGON OR PITCH PRODUCTS. I LOOK UNDER THE SURFACE—AND I REPORT WHAT’S THERE. QUIETLY. FINALLY. WITHOUT BIAS. IF SOMETHING IS OFF—MISALIGNED, DUPLICATED, EXPOSED—I FIND IT. IF EVERYTHING IS PERFECT, I CONFIRM IT. IN EITHER CASE, YOU WIN. 

THE CLIENTS I WORK WITH TYPICALLY DON’T ASK WHAT I CHARGE. THEY ASK IF I’LL TAKE THEM. BECAUSE THEY ALREADY KNOW WHAT IT COSTS TO GET IT WRONG. THIS IS NOT A SERVICE. IT’S YOUR FINAL LAYER OF CLARITY—BEFORE THE REST OF THE WORLD HAS QUESTIONS. YOU’VE HIRED ADVISORS. YOU’VE SIGNED WITH WEALTH MANAGERS. NOW ASK YOURSELF—WHO’S EVER AUDITED THE PEOPLE YOU TRUST? AT YOUR LEVEL, ASSUMPTIONS ARE EXPENSIVE. WE DON’T MAKE THEM.