Our firm, Pillar Wealth Management LLC. understands the difficulty with finding a financial planner, as we work with clients who have $5 million to $500 million in assets that need a specialized financial plan. Let’s answer the questions that you have about finding a financial planner. A financial planner discusses your current financial status with you and explains how … Read more

Fee Only Financial Planner What is a fee-only financial planner? This is an aspect you may want to consider before you hire a financial planner. Or you may want to understand how fee-only financial planners differ from fee-based financial planners in terms of the compensation received. There are two types of financial planner you can … Read more

It seems like the average American chooses the latter. According to a recent survey conducted by CNBC, about 75% of Americans manage their own money without any professional help from top financial advisors. Only 17% of the remaining 25% use the services of a financial advisor. As per the National Finance Educators Council, wrong money decisions have cost … Read more

Private Wealth Management There are many organizations and individuals out there who offer financial services. But how do you know who to trust your wealth with as someone with a high net-worth? Sure, you could have different advisors for the range of your financial needs. These fragmented relationships with an accountant, a banker, a tax … Read more

What is a financial adviser and why do you need one as a high net-worth individual? Everyone has different financial goals, depending on the stage of life they’re in. While thirty-somethings might be focusing on paying off student loans and becoming a homeowner, someone in their early sixties will have different needs. Perhaps they’ll be … Read more

But what can you do if you want to change your situation? That’s where a financial advisor can help. This article explains whether you need a financial advisor, while also clarifying what they do, and whom they work with. At the end, you’ll have the answer to the question, “Do I need a financial advisor?” … Read more

Pillar Wealth Management specializes in investment management and works with high net worth and ultra-high net worth clients with $5 million to $500 million in investable assets. Click here to book a free consultation with us. Use our list to start your search for the perfect investment advisor that meets your family’s needs. For those of you with … Read more