Attributes That Build Trust

What qualities should I look for in a financial advisor?

Selecting a wealth advisor is not a quick or easy decision for anyone. Here are some essential issues to consider:

Objectivity and independence. Brokers make money by trading stocks and bonds and may collect substantial commissions to push products that are simply not right for you. Financial experts generally agree that a fee-only service provider offers greater objectivity. Whether you need a comprehensive financial plan or investment advisory services, select an advisor who is truly independent.

Comprehensive range of services. Many salespeople are happy to get a slice of your wealth, but they lack the complete picture. Crowe Wealth Management provides comprehensive services:

• Estate planning;
• Income tax planning and preparation;
• Business succession planning;
• Trusts;
• Insurance/risk management;
• Personal banking and lending; and
• Charitable giving and foundation strategies.

Maturity and experience. Does your financial advisor understand you and your wealth objectives? We assign our clients a highly experienced professional — a Certified Financial Planner or Certified Public Accountant — serving in effect as a personal chief financial officer. Our professionals have rigorous training, experience, and credentials.

At Crowe Wealth Management, we develop strategies that are tied closely to your values. Our objective and independent methods help us create well-crafted plans with goals to generate and preserve wealth. We have the credentials and the experience to give you unbiased advice on achieving a more enriching future.