Private Wealth Management
Connect With A Wealth Management Advisor
We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
As Seen In:
We Only Work With Top Wealth Management Firms
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
3rd Party Rankings
Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s
Conflict Free
Our partners will also never sell proprietary investment products
Experience
All leads will be connected with a firm who has been in business for 20+ years
Education & Designations
All leads will be given to a certified CFP with designation from FINRA
Trustworthiness
All of our partners are credible — No conflicts of interest and no disciplinary history
Meet With An
Independent Wealth Manager
Step 1:
Fill Out The Form
We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
Step 2:
A Trusted Advisor Will Reach Out To You
Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.
Step 3:
Get A Custom Financial Plan
After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.
The Value of Personal Wealth Management
A good financial planner can increase your returns by as much as 3% annually.
What Does a Wealth Manager Do?
1. Assess and Set Goals
This can be planning for retirement, building a college fund, saving for a big purchase like a house or vehicle, or almost anything else.
2. Customize a Plan
Developing a plan that is tailored to the client.
They discuss their level of risk tolerance and develop an appropriate plan of investments, savings, and asset allocation.
3. Manage Relationships and Assets
Although advice and planning is what most clients want from their advisor, many advisors are also qualified to fully manage an investment portfolio
When Do You Want To Retire?
How Can Asset Wealth Management Help You?
Wealth managers are professionals that can offer the highest-level of financial services to their clients.
The services of a wealth manager are geared primarily toward high-net-worth individuals, especially later in life.
Below are some of the things that a wealth manager can help you with:
- Retirement planning
- Life transition planning
- Advanced tax planning, filing, and deductions
- Management of a large-scale investment portfolio
- Legal assistance
- Estate planning
Wealth managers are professionals who primarily offer their services to the affluent; however, non-traditional forms of wealth management also exist and are far more accessible price wise.
Nowadays, the technology available is powerful enough to provide a complex but streamlined experience.
Questions To Ask Your Wealth Manager
- Are you a fiduciary?
- Fiduciary financial advisors are the most reliable in the business because they are obligated to always act in a client’s best interests. Non fiduciary financial advisors can take commissions for using certain products or services.
- What are your qualifications?
- A lot of financial advisors go far above and beyond the basic degrees and qualifications required to practice. This allows them to specialize in areas like tax strategy and estate planning if they so choose.
- What is your communication style?
- Financial advisors pride themselves on their accessibility to clients to improve trust and transparency. This is especially true during normal stock trading hours.
Other Resources On
How To Become a Wealth Manager
Why Partner with a Financial Advisor?
What Does a Financial Advisor Do?
7 Questions You Must Ask Your Financial Advisor
Wealth Management Firm Locations
FAQs About Private Wealth Management Firms
Most top financial advisors charge fee-only payments. The main form of those payments is a small percentage of a client’s assets under management.
A financial advisor is like a doctor for finances. They evaluate a client’s financial health then help clients improve and leverage that financial health.
Research not just what other clients say about them but also what their qualifications are.
It depends on how much money you have and how much of your income that you can put towards those savings every month.