• 1. Clientele
  Wealth managers look to grow with you. Regardless of net worth, a good wealth manager will assist individuals from all walks of life in reaching their financial goals.


• 2. Customer focus
  An effective wealth manager listens to and learns about the client’s needs, priorities, and risk comfort. Because wealth managers are not paid on commission, they are able to focus on listening to the client and developing strategies and services that offer solutions to clients’ needs rather than simply selling them a product.


• 3. Comprehensive service
  Wealth managers handle much more than just investment planning. They are able to offer the full range of financial services, including investments, taxes, charitable giving, and estate planning. Their broad knowledge base enables them to advise and perform at higher level than some other advisors, but most wealth managers will also have particular areas of experience.

If you decide that you need to hire a wealth manager, be sure to seek referrals from trusted individuals. The right wealth manager for you will have both proven reliability and expertise in the areas of your specific needs.