Wealth Management Best Practices

The following best practices represent the very pinnacle of financial planning and wealth management practiced by those few advisers in the rarefied field of fee-only, fiduciary investing. We recommend that an investor use this best practice guide as an aid in determining whether to keep or leave an existing investment strategy or investment adviser. In our opinion, anything less than what follows represents an avoidable compromise. Not surprisingly, we do not recommend compromising on your financial future. Please note that the following best practice guide is not listed in any particular order of importance. Read more.