6 Questions to Ask Yourself

Finding the perfect Wealth Advisor can often feel like searching for a needle in a haystack.

With so many financial professionals offering their services, it can be challenging to determine who truly understands your unique financial goals and needs. That is where our simple 6-question approach comes in. By asking the right questions, we help you uncover the wealth advisor who is the perfect fit for you, ensuring a partnership that aligns with your financial aspirations.

After answering the 6 questions below, ask yourself a question, “would I recommend my current advisor to others?”

ONE
Does your advisor have a strong understanding of real estate and how it integrates with your comprehensive wealth strategy?
TWO
Has your advisor asked you the RIGHT questions to help you crystalize what is important to you about managing your wealth?
THREE
Taxes can be very damaging to wealth preservation/accumulation. Is your advisor constantly focused on maximizing tax efficiency within your portfolio?
FOUR
Managing wealth through economic recessions and “bear” markets can be challenging. Has your advisor successfully weathered multiple down markets?
FIVE
There are multiple professionals involved in proper wealth management, such as a CPA, Real Estate Specialist, Insurance Professional, Estate Planning Attorney, Asset Protection Specialist, etc. Does your advisor make it a point to coordinate the efforts of those professionals in an effort to get the greatest benefit for you?
SIX
Your wealth could be multi-generational and managing it can be similar to running a successful business. Have your written your “Generational Wealth and Retirement Business Plan” yet? Would you or your advisor know how to begin to do so?