Welcome back to the Salty Wisdom Wealth Strategies podcast. Today I am going to talk about how to work with a wealth manager. I will go over the differences between a wealth manger and an investor advisor. Plus, the best ways to select and evaluate your wealth manager.

I give you tips on what you want to be clear about regarding what you are looking for, and don’t be distracted by just their job title. Make sure you research what their goals are and how they will best benefit you and your future.

Be honest and straightforward with your needs when looking for your wealth manager. Find someone you can trust, you can be honest with, and who is good at what they do. This person should be able to talk through their process and answer all your questions, don’t follow them blindly.

Please contact me if you have any questions or share any thoughts.

In This Episode

[01:54] - Welcome to Salty Wisdom Wealth Strategies!

[02:45] – I give a summary of what is a wealth manager.

[03:17] – I share a brief statement of what is an investor advisor.

[04:40] – The best thing you can do is interview your perspective wealth manager.

[06:55] – A key aspect with a wealth manager is comfort.

[08:00] – You also want to be comfortable with your wealth manager’s experience.

[10:00] – You are looking for the wealth manager’s expertise, so don’t go it alone.

[11:38] – A good wealth manager will work with you to make all your dreams come true.

[12:19] – Have a conversation with your advisor or manager who is not calling and talking with you about the changes happening in the market.

[13:35] – Thank you and closing remarks.

Contact

Mark Melrose

Wealth Manager

Unity Wealth Management

980-262-4118