Can you trust ChatGPT for financial advice?

Many high-income professionals, executives, and engineers are starting to ask AI tools about investing, tax strategies, and retirement planning. While ChatGPT can sound confident, it often gives answers that are incomplete — or flat-out wrong.

For example, when I tested it on a tax planning question for high-income earners, it suggested a a strategy that could have created a costly mistake.

If you are navigating complex wealth management decisions — from equity compensation and tax planning to retirement income and investment strategy — AI tools may provide ideas, but they cannot replace the expertise, context, and judgment of a fiduciary financial advisor. My role is to give you accurate, personalized guidance so you can make confident, tax-smart decisions about your wealth.