Clients often equate wealth management with providing investment advice, but investments are just one subset of a strong financial plan. The others – risk management and tax planning – are also integral to the achievement and preservation of wealth, but they are often treated as afterthoughts. Beyond managing your investments, your adviser should be an accountability partner for your financial fitness.
Our Senior Partner, Mark Cortazzo, discusses five key ways you can expect your adviser to keep you in shape in this Kiplinger’s article.