A Partner You Can Trust
Key Elements to Consider When Choosing a Wealth Management Partner:
Cares: Wants what’s best for you and your family
Familiarity: Invests the time to know you and understand your personal circumstances
Credibility: Has the relevant knowledge and expertise to guide your financial well-being
10 Questions to Ask When Selecting Your Financial Advisor
Is the firm service- and solution-oriented, or product- and sales-driven?
Is the firm fee-only or commission-based?
Is the firm a Registered Investment Advisor or a Broker Dealer?
Who owns the firm?
Are the firm and your advisor held to the Fiduciary Standard?
Are the advisor’s interests aligned with your own?
What types of services are available?
Where will your assets be held?
Is the advice objective and unbiased?
What experience, credentials, and expertise does your advisor have?
