wealth manager adviser
Terry-
We’re seeking your assistance in research associated with selecting a wealth manager. As you know there’s endless research material online to consider when reviewing potential firms or individuals and in selecting someone to manage your finances.
Our question: How influential a factor should a financial advisor’s decisions in their personal life impact our decision on trusting their professional decisions?
Thanks!
Martin
Terry Says
I’m not sure I understand that question! Do you worry about your doctor’s personal life? Or your lawyers? A professional should act professionally and live up to professional standards, no matter what his/her personal life situation.
If you’re searching for a FIDUCIARY, fee-only financial advisor go to www.Wealthramp.com. If you’re searching for a money manager ONLY, start by checking out the resources at Vanguard, Fidelity, and Schwab.
