Pick a great wealth manager who has these 6 characteristics

Achieving and maintaining financial stability is a goal many Americans have. Everyone wants peace of mind knowing that their money is being handled properly. Wealth Managers play an important role in helping you make smart financial decisions to meet your short- and long-term goals.

It’s not always an easy task to make a solid connection with a complete stranger who is going to advise and manage your hard-earned money. Here are six general characteristics to look for when searching for a great financial advisor.

1. Knowledge Base and Continuing Education

Money is an essential part of peoples’ lives, and you want to ensure that the person who will be handling your money is knowledgeable. A few questions that you can ask include:

• Where did they get their education?

 

continue reading »