Choosing a wealth advisor to work with may seem overwhelming, but it doesn’t have to be. You can contact one or more prospective wealth advisors by phone or email to ask questions before scheduling a face-to-face meeting. Or, you can get to know the advisor during an initial consultation.
As you start your search, think about what type of financial help you’ll need and what kind of individual you’d like to work with. Consider asking your friends and family members for referrals, too. They’ll be able to tell you what they appreciate about their advisor before you contact them. Do you know what to look for when selecting a trusted advisor?