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How a Wealth Management Advisor Can Help You

Have you stopped to think about your retirement? While you’re at it, do you think you’ll have enough of what you need to retire well? Since people need to consider many options when they actively plan for retirement, they soon find out that financial planning can be overwhelming. For this reason, they decide to invest with a wealth management adviser who knows how to help them refine their financial strategy.



How Can a Wealth Management Advisor Help?

Provide You with a Customized Solution

Since a wealth management adviser has a clear snapshot of your assets, retirement fund, and real estate investments, they can provide you with a tailor-fitted solution to your unique needs.


You can expect a wealth management adviser to provide you with financial advice that addresses your personal economic life, which encompasses accounting and tax strategy consulting, investment management, retirement planning, estate planning, and so much more. Their goal is to help you set up a plan to grow and maintain your wealth.


Assess Your Tolerance for Risk


However, it’s important to note that risk management should always be considered in all investment strategies. The wealth management advisor steps in to minimize risk by diversifying your portfolio and having enough insurance for your financial investments.

Plan for Tax Efficiency


Although wealth management advisers don’t give you tax advice, they can work with your accountant or tax attorney to minimize your taxes and plan for tax efficiency.

Help in Estate Planning


If you have dependents, a wealth management advisor can set up trusts and other estate planning concerns to help you get your affairs.



Talk to a Wealth Management Advisor Today!

With a wealth management adviser by your side, you’ll develop an investment strategy that can enable you to achieve your financial goals—contact 1879 Advisors to request an appointment today.

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© 2020 by 1879 Advisors® which is the marketing name used by Bruderman Asset Management, LLC, an investment adviser registered with the SEC and which provides investment advisory products, and its affiliate company, Bruderman Brothers, LLC, member FINRA/SIPC through which securities are offered.

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