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5 Signs You Need a Wealth Manager

Over one’s lifetime, the need for sophisticated and professional financial guidance becomes imperative. Institutional investors have known for years the invaluable role a fiduciary can play in the management and administration of wealth. For individual investors and their families, such expertise is also available through the comprehensive services of a wealth manager who is a CERTIFIED FINANCIAL PLANNERTM practitioner.

At what point do individuals realize they have crossed over to needing the expertise and guidance of a wealth manager?

Discover the 5 Signs You Need a Wealth Manager in our complimentary guide.

WFWM Financial Insights


  • Explore tax considerations for Roth IRA and 401(k) distributions in retirement. Read more
  • Investigate if target-date funds are a smart choice for investors. Read more
  • Try these strategies to begin a financial conversation with aging parents. Read more
  • Find out how married couples with significant age differences can decide when and how to initiate Society Security. Read more
  • Discover when the use of a second home for a rental property is a good idea. Read more
  • Try these approaches to reducing credit card debt. Read more
  • Find out if it is a good idea to use an IRA to pay for college. Read more


  • Here are the best ways to tap money for retirement. Read more
  • See what limits there are to the lifetime gift exemption. Read more
  • There are ways to determine how much investment risk is right for pursuing retirement goals. Read more
  • Discover if there are any drawbacks to early retirement. Read more
  • Consider this planning approach to balancing a variety of lifestyle needs. Read more
  • See how to adjust for inflation risk and still keep spending in retirement. Read more
  • Find out how to make sure expenses don’t exceed fixed income in retirement. Read more
  • See how delaying retirement can pay potential dividends (and capital gains) down the road. Read more
  • Find out the impact on Social Security payments when one spouse dies. Read more
Wechter Feldman