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Investment Advisor Firms – PillarWM

Making the right investment decisions isn’t always easy. Each time-critical move can impact your portfolio significantly and, by connection, your wealth. For this reason, wealthy investors often turn to investment advisor firms for assistance. If you intend to invest between $5 million and $500 million in the near future, you should request Pillar Wealth Management’s in-depth book detailing what to look for in unbiased and independent wealth managers who are equipped with the expertise to guide you with your investments. Click here to learn about premier investment strategies by ordering a copy of our book 7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning For Families With Liquid Investable Portfolios Between $5 Million and $500 Million.

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7 Secrets To High Net Worth Investment Management, Estate, Tax and Financial Planning

The insights you’ll discover from our published book will help you integrate a variety of wealth management tools with financial planning, providing guidance for your future security alongside complex financial strategies, so your human and financial capital will both flourish.

Clients frequently share with us how the knowledge gained from this book helped provide them tremendous clarity, shattering industry-pitched ideologies, while offering insight and direction in making such important financial decisions.

Pillar Wealth Management has vast experience in assisting affluent clients with estate planning as a fiduciary, fee-only, private wealth management firm. Our wealth managers understand how estate taxes affect high-net-worth individuals. They will assess which estate tax reduction strategies are appropriate for your specific financial situation. If you are seeking to invest between 5 million to 500 million dollars while mitigating your taxes, you can reach out to us for expert advice. You can schedule a talk with us today to get started!

By working with a professional, you are granted the advantage of being informed of the new rules for estate and tax planning, learning about the strategies used intax estate and financial planning for the elderly, and receiving answers to numerous CFP tax and estate planning questions.

Table of Contents
What Do Investment Advisor Firms Do?
Benefits of Hiring an Investment Advisor
What Makes a Suitable Investment Advisor Firm?
How to Choose the Right Investment Advisory Firm
Wealth Manager vs. Investment Advisor
Why Choose Pillar Wealth Management

What Do Investment Advisor Firms Do?

You may have spent many years managing your investments by yourself. However, every investor reaches a point where they require assistance on some investment-related matter. This is where investment advisor firms come in. Please speak with our wealth managers to learn more about investment advisory services.

An investment advisor specializes in offering advice related to buying and selling securities. These professionals analyze market trends and offer their clients the best investment options to help them meet their investment goals.

Investment advisors typically have a fiduciary duty to place their client’s financial interests ahead of their own. This means they are well suited to help wealth investors with their investments.

Investment Advisor Firms

Benefits of Hiring an Investment Advisor

Hiring an investment advisor offers many benefits. This includes:

Learning New Places to Invest

As a wealthy investor, you may seek to diversify your portfolio by investing in new places. You can choose to invest more in your existing assets, or you can try something completely different. The latter carries high risks but also high rewards. Blindly investing in a new market can be disastrous if you aren’t careful.

Luckily, an investment advisor can guide you with investing in new places. These professionals spend plenty of time studying various markets and observing their trends. This makes them well-suited to offer investment advice. The right investment advisor can help you choose investments to expand your portfolio safely. You can learn about some great portfolio expansion strategies by reading our guide.

Analyzing Portfolio Risks

All assets are vulnerable to certain risks. However, many of these risks can be challenging for you to spot. An investment advisor can analyze your portfolio in-depth and identify the various risks that are present. You can then follow certain strategies to eliminate these risks or mitigate the damage they can do.

The advisor can also use the information from their analysis to recommend new assets you may be interested in. This will help you achieve your dream portfolio. You can learn about some portfolio performance improvement strategies by reading our special guide.

Planning For Your Retirement

As a wealthy investor, you may have envisioned a dream retirement where you can live comfortably and never worry about your savings running out. If your net worth is high enough by the time you retire, you won’t need to be concerned with running out of savings. However, you may need to downgrade your spending habits as you will no longer be earning an active income.

Investment advisors can help you set up a comfortable retirement by recommending assets that offer steady post-retirement income. You can then use this income to sustain your lifestyle without digging into your savings too frequently.

Achieving Tax Efficiency

Investors are used to paying some of the highest taxes in the country. This is the price of owning high-value assets. However, you can actually reduce some of the taxes you legally owe through investment decisions and restructuring your portfolio.

This “tax planning” can be incredibly useful for anyone that wishes to maximize their investment profits while remaining in compliance with the law. An investment advisor can offer guidance in this area and help minimize the amount of taxes you owe. Please speak with our wealth managers to learn how you can make your portfolio more tax efficient.

What Makes a Suitable Investment Advisor Firm?

If you are interested in using an investment advisor’s services, you might be wondering, “What makes a right investment advisor firm?”. Some qualities to look out for when choosing an investment advisor firm include:


The best investment advisor firms are those that have been around for many years. This is because trading is a skill that is learned best through experience.

If an investment advisor has been serving clients for many years, or even decades, they are likely to have witnessed their clients encounter various challenges. They can then use their past experience to offer suitable solutions for each situation.

This means an experienced advisor knows how to navigate around market volatility or crashes. They can help you keep your wealth safe and possibly grow it during such events.


A good investment advisor should also possess in-depth knowledge of markets. After all, you turn to investment advisors for assistance in areas where you may not be as knowledgeable. You can learn about some of our investment practices by ordering a copy of our book 7 Secrets To High Net Worth Investment Management, Estate, Tax, and Financial Planning For Families With Liquid Investable Portfolios Between $5 Million and $500 Million.

The right investment advisor would have spent many years studying marketing trends and identifying when to buy or sell an asset. This quality is essential when juggling high-value assets, so you should ensure the investment advisor knows markets inside out.


You can choose to give an investment advisor discretionary control of your assets; this means they can conduct buying and selling activities without you having to research and approve each one. This gives you time to focus on other wealth-building activities, as the advisor will offer frequent updates regarding your portfolio’s performance.

This also means the advisor should maintain frequent communication with clients and be easy to reach in a time-critical decision. Any advisor who is difficult to reach or refuses to make time for you should be avoided, as they are not prioritizing your portfolio’s well-being.

How to Choose the Right Investment Advisory Firm

Investors that wish to start using investment advisory services have plenty of options available to them. However, finding the most suitable advisor for you can be tricky if you have never sought out investment advisory services before. You can use the following steps to sift through various investment advisors and discover which one is right for you.

Search the Internet

Modern investment advisory firms understand the importance of having a digital presence. Most firms maintain a website outlining their services and advisor profiles. You can look up the firms that offer services in your area through a simple internet search.

During your search, it may help to sift through the firms that specialize in offering services for high net worth and ultra-high net worth clients such as yourself. This will ensure their advisors understand your unique needs and goals as a wealthy investor.

Look For Reviews

You can also lookup reviews for each investment advisory firm or investment advisor you come across. These should be reviews found on independent review sites rather than the firm’s own website, as reviews on the firm’s site are likely to be biased or cherry-picked.

If you can’t find any reviews for the firm, you should try getting in touch with the firm’s past clients. Ask them how they found their services to be and whether their expertise lives up to their claims.

Question the Advisor

Your next move should be to speak with the advisor directly. Consider setting up a meeting or a video call as it gives you a chance to gauge the advisor’s expertise. You can talk to our wealth managers directly by setting up a free meeting.

You may be wondering, “how do you interview investment advisor firms?”. Interviewing investment advisor firms is similar to interviewing other types of advisors. Your goal should be to understand the breadth of their services and how they can help you achieve your investment goals.

If you want to know “What questions should I ask an investment advisor firm?” you can find many resources online. We have compiled a list of questions to ask in our special guide to choosing a financial advisor.

Once you can interview the remaining firms on your list, you should have a good understanding of who the most suitable firm is. Be sure to ask about their fees and other terms or conditions before signing on with them.

Wealth Manager vs. Investment Advisor

You may come across several wealth management firms while searching for investment advisors in your area. These are financial professionals who offer investment advisory services in addition to a range of other services. This includes services such as:

• Retirement Planning

• Insurance Planning

• Estate Planning

• Tax Planning

Ordinary investment advisors can help you with your investments, while a wealth manager can go beyond and help you manage the various aspects of your wealth. Wealth managers also deal exclusively with high net worth and ultra-high net worth clients. They are familiar with the hopes and challenges these investors face and strive to provide appropriate solutions when needed.

Why Choose Pillar Wealth Management

You can search for a suitable wealth management firm across the country, but few can match the services we provide at Pillar Wealth Management. Some reasons why wealth investors choose us to manage their assets include:


Our wealth managers have attained expert knowledge thanks to their six decades of industry experience. They have witnessed the hurdles clients have encountered in their investment journey and have learnt from each experience. The knowledge they gained is put towards offering their new clients the best possible advice.

Transparent Fee Structure

At Pillar Wealth Management, we are always upfront about our fees. We charge clients a fixed annual percentage based on their asset value. This fee structure allows us to serve you to our best capacity without worrying about hidden charges or extra hourly fees. Once you sign up with us, you can reach out to our wealth managers for assistance without incurring extra charges.


Our decades of industry experience have taught us that a one-size-fits-all approach rarely works for wealthy investors. This is because we understand each of our clients has a unique background and financial goals. For this reason, we offer each of our clients personalized solutions that fit their unique needs.

We can assist you with executing advanced investment strategies and can offer guidance each step of the way. Start managing your investments with an expert’s knowledge by setting up a free meeting with us.


To be 100% transparent, we published this page to help filter through the mass influx of prospects, who come to us through our website and referrals, to gain only a handful of the right types of new clients who wish to engage us.

We enjoy working with high net worth and ultra-high net worth investors and families who want what we call financial serenity – the feeling that comes when you know your finances and the lifestyle you desire have been secured for life, and that you don’t have to do any of the work to manage and maintain it because you hired a trusted advisor to take care of everything.

You see, our goal is to only accept 17 new clients this year. Clients who have from $5 million to $500 million in liquid investable assets to entrust us with on a 100% fee basis. No commissions and no products for sale.

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