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Frequently Asked Questions

How to evaluate a wealth manager?

Evaluating a wealth manager based upon past performance or a hypothetical portfolio can be misleading and will not necessarily be predictive of your future experience. Instead of asking about past performance, consider asking a wealth manager how he or she would structure a portfolio to meet your particular needs.

What exactly is wealth management?

Wealth management, in comparison, considers the total net worth of a family, a couple or an individual. It weighs financial decisions in light of an investment portfolio and additional components of the financial picture such as real estate, insurance, a business, charitable gifting and more. Yet it is also about paying attention to detail.


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