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

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

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