How to (and how not to) search for the best Wealth Management firm

Are you searching for answers to your wealth management questions? Do you find yourself sitting in front of Google typing in questions like these?

• What is Private Wealth Management?
• Best financial advisor near me
• Best Wealth Management Firms

If you do, no doubt you are as frustrated with the actual search for answers as you are with the search results, and here’s why.

Because everyone says they have “the best”—the best firm, the best plans, the best portfolio strategy, the best client service. You know, it’s the same thing as “The Best Coffee in Town” …when everyone can say it, everyone does.

But here’s the problem – those search results merely highlight “points of parity” and probably result in a lot of sales jargon where one firm looks precisely like the others.

You are trying to solve a problem, and it has nothing to do with who’s the best. Your problem is causing you anxiety and stress. Your pain points are embedded in what is likely to be a lack of clarity surrounding your financial situation. 

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