Complimentary wealth planning guide

When it comes to finding the perfect providers for your needs, findaWEALTHMANAGER.com’s smart online tool will do all the heavy lifting – but being well prepared for meetings is imperative.

The guide contains a useful framework to help you interview a prospective wealth manager, investment manager or private banker, giving you get a better sense of how they work and enabling you to make meaningful comparisons.

Ask better questions to get better answers with the help of this guide, which gives you:

  • Preparation notes for interviewing a prospective wealth manager, investment manager or private banker
  • Access to a directory of wealth managers that will best match your needs
  • An overview of wealth management fees
  • A checklist of ten key questions to ask a prospective provider