Do I need a wealth advisor? "*" indicates required fields Choose your current life stage* I’m still grinding and retirement is far off. I’m approaching retirement, and I’m wondering if I’m on track to slow down or do something different. I am currently retired. What’s on your mind right now? (check all that apply)* A Specific Financial Goal (anything from a home remodel to starting a nonprofit) Retirement Planning Estate Planning Investment Strategy Real Estate Investments Education Planning Inheritance Navigating a Divorce Death of a Loved One Creating a Basic Financial Plan Starting, Growing or Selling a Business Charitable Giving Family Gifting Plan Leveraging Your Employee Benefits I’m looking for … (check all that apply)* An expert I can ask for advice Someone to manage my assets Help with tax strategy This is new to me, and I’m not sure what I want yet. Do you have specific investment priorities?* Socially responsible or values-based investing Low-risk investments Crypto assets No preference/other EmailThis field is for validation purposes and should be left unchanged.