WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Gabriel Burczyk

CEO

Recent Posts

How Do You Know it’s Time to Hire a Wealth Manager?

Posted by Gabriel Burczyk | CEO

October 4, 2017

For some investors, hiring a wealth manager is a no-brainer. Whether it’s because finance and investing was not your chosen profession, or because you enjoy spending time doing other things, managing your financial life may feel like something best handled by a professional. Easy enough.

For others, the decision to hire a wealth manager or financial advisor is not as clear-cut. There are “do-it-yourselfers” who prefer self-managing; people who keep all of their retirement assets at the bank or in the old company 401(k) plan; and even those who want to hire an advisor but simply don’t understand enough about the wealth management profession to know where to start (if that’s you, start here.)

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Hiring a Financial Advisor

What If You Have to Retire Earlier Than Expected?

August 23, 2017
Life is full of detours and unknowns, and in many cases retirement planning is too. Sometimes people are forced to change jobs, to give ... [+] Read More

12 Ways to Define the Investment Goals that Matter to You

July 13, 2017
Being a prudent saver and a savvy investor can help you accumulate the assets you need for retirement. In some cases, that can mean a ... [+] Read More

When it Comes to Retirement Planning, What’s the Difference Between Needs and Wants?

June 14, 2017
Retirement planning involves more than just saving money in a 401(k) or putting away cash in IRAs here and there. An investor has to ... [+] Read More

The 4-Step Action Plan if You’re Worried About Your Investment Portfolio

May 31, 2017
It is an interesting time in the United States’ sociopolitical sphere, to say the least. But lucky for you, this article isn’t about ... [+] Read More

When the Stock Market Gets Volatile, Smart Investors Do This

May 10, 2017
There’s a popular saying that people often use to characterize or describe human behavior: “we are our own worst enemies.” This phrase ... [+] Read More

The Retirement Dilemma for High Income Earners

March 28, 2017
High income earners often find themselves in a bit of a quandary when it comes to retirement planning. Individuals making over $132,000 and ... [+] Read More

Savings Checkpoint! How to Know if You’re Saving Enough

March 15, 2017
Retirement and financial planning can essentially be broken down into three phases:  Saving Investment Distribution (Retirement Income)  ... [+] Read More

The Case for International Diversification

February 14, 2017
If it feels like the United States has been delivering good (but not gangbusters) economic growth and solid stock market returns since ... [+] Read More

Active vs. Passive Management and What it Means for Your Portfolio

February 1, 2017
There’s been a growing debate surrounding the rise in popularity of “passive investing” as an alternative to active management. Passive ... [+] Read More