Wealth management begins with recognizing the time value of money. When you take ownership of this fundamental principle, it motivates you to seek out resources that can help you to ensure your success in personal financial management. Reading wealth management books, articles, and researching individual topics online are all very useful in helping you to build a stronger understanding of how to make better financial decisions.
However, while self-education and development are always worthwhile endeavors, there are some aspects of finance that require decades of specialized knowledge and experience—when it comes to topics like these, having a good wealth manager on your team could make the difference between setting your financial future up for success, or heading toward a mess. So, with all the options for wealth management and financial advisors out there, how do you find the one that you’ll be comfortable and confident working with on the way toward reaching your goals?