Do I need a wealth advisor? "*" indicates required fields Step 1 of 2 50% 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 Based on your results, you may benefit from a wealth advisor. Here’s Your Financial Profile:You’re thinking about the future and your finances are starting to feel complicated. You need a partner who can help with: These things can be hard to navigate without an advisor—because even small decisions can carry a lot of weight, and tax implications aren’t straightforward. In your busy life, you may find it especially helpful to have a finance and tax expert in your corner to navigate important choices and learn what’s possible. When you’re ready, set up an intro call with one of our advisors to talk about your unique goals. You’re approaching retirement and thinking often about the future. You might anticipate a career shift, spending more time doing what you love, exploring less risky investment opportunities, or giving back. You need a partner who can help with: As you experience personal and financial milestones, it can be especially helpful to have a finance and tax expert in your corner to navigate important decisions and learn what’s possible. When you’re ready, set up an intro call with one of our advisors to talk about your unique goals. You are retired and may be questioning your current plan, looking to fund new passions, or assessing the impact of inflation on your nest egg. No matter what is next for you, you need a partner who can help with: During retirement, it can be especially helpful to have a finance and tax expert in your corner to navigate important decisions and learn what’s possible. When you’re ready, set up an intro call with one of our advisors to talk about your unique goals. Not ready to talk yet? That’s okay. In the meantime, check out our guide: The Most Common Financial Mistakes People Make Without an Advisor From saving in the wrong accounts to misunderstanding tax strategy, we’ve put together a list of the missteps we help many new clients reverse.First Name* Email* NameThis field is for validation purposes and should be left unchanged.
