The question is not who is “in charge.” It is who owns the next informed step.
People whose accountant, tax preparer, investment adviser, and attorney each see only one part of a decision or work from different versions of the facts.
Hypothetical: an owner is considering a distribution, a private investment, and a retirement-plan contribution in the same quarter. A coordinated workflow can assign questions and deadlines to the correct professional. It cannot eliminate conflicts, tax exposure, investment risk, or the need for independent legal advice.
The operating problem
Coordination is not a claim that every answer comes from one person. It is a documented process that shows who owns each question, which information is shared with permission, and when a decision returns to the client for approval.
What the workflow should show
Regulatory boundaries remain visible
The SEC’s public IAPD record identifies Black Knight Wealth Management, LLC as an SEC-registered investment adviser and lists Opulence Planning Group among its other business names. Registration does not imply SEC approval, endorsement, skill, or training. Tax, accounting, and filing work, when engaged, should be governed by the appropriate written agreement and professional scope.
Sources: [1] SEC IAPD — Black Knight Wealth Management
Discuss the questions, responsibilities, and records relevant to your situation.
An introductory conversation can clarify the planning question, the available information, the appropriate professionals, and the limits of the engagement before you decide whether to proceed.
Schedule a conversation