Findawealthmanager

So how do you know which company is right for you? And then how do you find the professional best suited to serving you, based on your own specific needs within that firm? You look online, read some print articles and maybe talk to friends, and the conclusion: they all appear to look and sound the same. As both a private banker and a client, our founders saw various challenges for those seeking a wealth manager: opaque information and inflated fees. So in 2012 they decided to give up their day jobs and launch findaWEALTHMANAGER.com.