Why should I use a wealth manager?

There is a lot more to creating a financial plan than just picking the right investments.  A financial advisor or wealth manager can not only help you plan for your goals, but he/she can also educate you and encourage you as you work toward them.  They can also help you steer clear of not-so-savvy market behaviors and avoid the “big mistake” and other financial pitfalls that you might not even be aware are there.

Research shows that people who work with a financial advisor generally feel more confident about their finances and feel more prepared for retirement.