The Complete Guide to What We Do
Wealthy investors have no shortage of wealth protection activities to manage and keep up with. To make these tasks easier, they usually seek assistance from a financial advisor. Columbus investors with $5 million to $500 million in liquid investment assets should consider financial advisory services from Pillar Wealth Management. Our guide for investors with $10 million or more discusses many investment strategies to protect your wealth.
What Is the Role of a Financial Advisor Columbus?
High net worth individuals or ultra-high net worth individuals who have never used a financial advisor before may be interested in learning what is the role of a financial advisor. You can speak with our wealth managers directly to learn how they may assist you.
A financial advisor is a professional with a background in the finance industry. They offer their clients a variety of services. These may include:
– Investment Advice
– Portfolio Analysis
– Retirement Planning
A financial advisor can assist you in choosing the right investments. They are knowledgeable with different markets and can help you safely expand your portfolio.. We discuss many portfolio expansion strategies in our special guide.
A qualified financial advisor can also study your portfolio carefully and identify which of your assets are underperforming. They can then help you create strategies to improve your portfolio performance. You can learn about some portfolio performance improvement strategies in our guide.
In addition to this, a financial advisor can identify the various risks your assets are vulnerable to. They may then advise you to restructure your portfolio or to follow strategies to mitigate these risks.
Everyone wishes to retire at some point in their life. However, you should be well prepared for the financial challenges of retirement. Wealth protection becomes more difficult during this life stage, as you are no longer earning income from your job. However, you can continue to earn passive income from your investments. We discuss the importance of protecting your wealth in our book The Art of Protecting Ultra-High Net Worth Portfolios and Estates – Strategies For Families Worth $25 Million To $500 Million
A financial advisor can guide you in setting up a portfolio that offers good returns during your retirement. This will ensure you have plenty of income to draw from in the future. Please get in touch with our wealth managers to learn about planning for retirement.
How to Choose a Financial Advisor
Once you have decided to use the services of a financial advisor, you should look up the best ones in your area. You can try looking up “who is the most successful financial advisor in Columbus” on Google. However, you are unlikely to find a consistent answer to this question.
If you are seeking quality financial advisory services, you should sort through the various financial advisors in your area using the following steps:
You can use the internet to find a list of financial advisors who serve clients in Columbus. However, many financial advisors pay search engines such as Google to feature their names at the top of search results. For this reason, you should thoroughly research any financial advisor you are considering.
Check reviews and ratings on independent review sites. See what their past clients have said about them, and look for any complaints about their services. This will help you gauge their reliability.
Speak With the Advisor
After drawing up a list of potential advisors, you should speak with each one directly. Contact them in-person or over the phone, and ask them how their services can help you. You may be wondering what questions should I ask my financial advisor. We include many questions to ask your financial advisor in our special guide.
If you feel the advisor is knowledgeable in different areas of finance, they may be worth using. You can set up a free meeting with our wealth advisors to learn more about their areas of expertise.
Check Their Fees
The last thing you should check with an advisor is their fees. Most financial advisors charge clients based on a percentage of the value of their assets. However, some advisors may charge their clients additional fees for consultations. You should understand the advisor’s fees properly before hiring them.
At Pillar Wealth Management, our wealth managers charge a straightforward annual fee with no hidden charges. Our fees are made clear to clients before they sign up with us.
Is a Financial Advisor Worth It?
As a wealthy investor, you may ask yourself, “do you really need a financial advisor?”. It’s good to be careful about where you spend your money. However, using the assistance of a professional can help you protect and grow your wealth into the future. For this reason, their services are considered invaluable.
A good financial advisor can help you make the right investment choices to meet your financial goals. We discuss some useful investment strategies in our guide for investors with $10 million or more.
Why Choose Pillar Wealth Management
With over six decades of experience, our advisors are considered some of the most reliable and trustworthy professionals in the business. We have helped numerous clients achieve their financial goals and strive to help each one realize their full potential as investors. Set up a free meeting with our wealth managers and start making smarter decisions today.
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