Ask Terry Questions wealth manager adviser

wealth manager adviser

By Terry Savage on April 13, 2019 | Financial Planning / Retirement

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?

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  If you’re searching for a money manager ONLY, start by checking out the resources at Vanguard, Fidelity, and Schwab.

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