As the new year begins and resolutions are being checked, remade and newly made, it’s also a good time to add some wealth management in Seneca to the mix. Financial planning resolutions aren’t hard to imagine: save for retirement, create an estate plan or will, update your investments. Once the list begins, it might seem difficult to stop. It’s in situations like this that a wealth adviser seems particularly appealing.
Many wealth managers focus on clients who have a certain range of investable assets, but this shouldn’t be a deterrent in finding an adviser who can provide support on a need basis. When considering the choice between working with a private planner or someone from a bigger firm, consider the resources, attention and type of relationship you hope to have with your adviser.
Wealth management can cover a wide range of services. Depending on your needs, you should find out whether a potential wealth manager can offer insight into the markets, charitable giving, estate planning, wealth transfer or tax efficiency, to name a few. This can come in the form of direct knowledge or having experts on staff that can provide additional expertise.
The new year could be a good time to start a new relationship with a wealth adviser from Black Harbor Wealth Management. Our advisers are fiduciaries that have your best interest in mind. By considering the less obvious factors, you should feel at ease in finding a partner to meet your financial planning needs. Call us today for a free consultation.