There are many reasons to hire a financial expert to manage your wealth for you, including, but not limited to, the following types of circumstances:
You have a collection of investment accounts.
You’re not sure what to invest in.
You need someone to rebalance your portfolio as the value of assets changes.
You need help with planning for retirement or taxes.
You want to better understand your big financial picture.
You’ve had a major life event, such as marriage, divorce, or the birth or adoption of a child.