Why Choose a Professional Wealth Advisor?
TRUE PROFESSIONAL WEALTH ADVISORS LOOK AT THE “BIG PICTURE”
If you need an advisor who can handle both your investing and strategic planning needs (including estate, tax, legal and real estate needs), you should consider a professional credentialed wealth advisor. Here are three convincing reasons why:
A Personal Consultant
An experienced professional, particularly one holding industry credentials and designations, acts in the nature of a personal consultant (as opposed to a salesperson or employee of an investment firm). He or she can help devise personalized strategies and solutions to your individual needs.
Two Important Services
An experienced professional will provide two very important services for their high net-worth clients:
- A highly personalized and comprehensive strategic action plan; and
- Supervisory investment and portfolio management