Ask Terry Questions Can a Wealthramp advisor manage my account

Can a Wealthramp advisor manage my account

By Terry Savage on June 17, 2024 | Financial Planning / Retirement

Terry , I would like to know if a Wealthramp advisor could totally manage an account as well as give advice. I am a senior woman who has managed my Vanguard and Fidelity IRA’s myself ,including balancing, deciding on RMD withdrawals, and QCD’s. I think I need someone to do that for me now. Thank you.

Terry Says

Yes, that is exactly the point of a “fee-only” FIDUCIARY advisor.  But a good one, like those you’ll find at Wealthramp, will help you organize your life, manage your finances — and always keep you aware of what’s going on.

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