Are You in the Right Relationship?
Are you disgruntled with your wealth advisor's performance or your current advisor relationship? Are you thinking about making a change but find yourself hesitant to do so?
If yes, you're not alone. Many people hesitate to change advisors. In some cases, this hesitation can come with a long-term cost. After all, your wealth management plan forms the cornerstone of your financial stability, not only for you, but for your family and future generations. As a result it is imperative to work with wealth managers who have the experience and wisdom to translate your visions into reality. If your current advisor does not fit that bill, you may want to consider your alternatives.
Choosing a wealth advisor
By completing the Wealth Advisor Questionnaire, you can determine if you are receiving advice properly suited to your needs. It covers critical issues you should know about, including advisor background and qualifications, if there are any unique service offerings, what is the reporting transparency, fee structures and levels of service.
Making the switch
If you're not sure of all the answers, or don't like the answers you have, it may be time to make a change. To be fair, switching advisors can be daunting. That's why we follow a proven process to ensure that your transition to the The Latremoille Group is smooth and seamless.
Our team handles all the necessary compliance and paperwork to transfer your accounts so you can get the benefit of the transition without any concern. Wherever possible, we also build on your current portfolio to minimize fees, maximize tax efficiency and lay a foundation for solid long-term performance. As a result, the transition itself can be accomplished without stress and you can immediately enjoy the peace of mind that follows.