What We Will Not Put in a Dossier
A sourcing standard is only meaningful if it excludes something. This is what Wealth Recon will not put in a dossier, and why.
A sourcing standard is only meaningful if it excludes something. This is what Wealth Recon will not put in a dossier, and why.
No claim without a verifiable source URL
Every factual claim in a Wealth Recon dossier carries a numbered source marker. That marker resolves to a specific document: an SEC filing, a FINRA registration, a county recorder instrument, a dated news-of-record article, a nonprofit 990, a court filing. The document must be publicly accessible at the URL cited. If it is not, the claim does not ship.
This means some accurate information never appears in a dossier. If a fact is widely known in an industry but only verifiable through a paywalled source, a private database, or an informal network, it does not meet the standard. We know that feels limiting. It is a deliberate choice.
The alternative — sourcing from memory, inference, or unverifiable datasets — produces briefings that look authoritative and are not. An advisor who relies on that kind of briefing in a serious conversation learns the difference at the worst possible time.
No rumor, no inference stated as fact
Wealth Recon is built on records of record. A pending transaction that has not closed is not a wealth event until it closes. A rumored acquisition that has not been announced is not a business change until it is. A social media claim about someone's net worth is not a verifiable asset figure.
The agents that build a dossier are instructed to distinguish between what a source states as a reported fact and what the agent is inferring from the combination of sources. When the dossier presents a figure — a probable net proceed estimate, a modeled household balance sheet, a likely equity position — it labels that figure as modeled and shows the sources and assumptions behind the model. It does not present the model output as a reported fact.
No medical or personal health information
There is no business justification for medical information in a wealth-event dossier. We do not collect it, we do not process it, and our agents are instructed to ignore it in source documents that contain it.
If a public filing or news article references a health condition in the context of a business succession, insurance claim, or estate planning disclosure, that reference is not included in the dossier. The business fact is included. The health detail is not.
No family members who have not accepted public roles
A subject's spouse, children, and family members are not automatically part of the dossier. If a family member holds a formal, public role in a business or nonprofit associated with the subject — an officer position, a board seat, an executive role listed in a public filing — that role may appear as part of the entity context. The family member's personal financial life, assets, and activities that are not tied to a public role do not appear.
This applies even when that information is technically public. County property records, for example, may list both spouses on a deed. We include property records where they are relevant to the subject's financial picture. We do not expand the research to build a secondary profile on the family member.
No speculative wealth estimates
A modeled net proceed estimate after a known, closed transaction is appropriate content for a dossier. A guessed net worth for a person who has not had a verifiable liquidity event is not.
We do not publish a number next to a person's name unless that number is either directly stated in a source of record or is the output of an explicit, documented model based on verifiable inputs. The model, the inputs, and the uncertainty around the output are all shown.
No outdated claims presented as current
The freshness line on a dossier cover shows the date each section was last verified. When a section is older than thirty days, it picks up the aging tone — a visual signal that the information should be reverified before use. When a section is older than thirty days and a key claim within it has changed in a source of record, the dossier triggers a background refresh.
Stale information presented as current is not neutral. It is a claim. We treat it as one.
Why this matters
A licensed financial advisor who uses a Wealth Recon dossier in preparation for a client conversation is professionally responsible for what they say in that conversation. The dossier is preparation material. The advisor is the judgment layer.
We take that responsibility seriously. A sourcing standard that excludes bad information is the most direct way we can support the advisor's judgment, rather than replacing it.
Every source in a Wealth Recon dossier is public record, verifiable at a URL, and available to any auditor who reviews the source manifest. The manifest is included with every dossier.