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3 Tips for Choosing a Wealth Management Firm

Updated: Dec 17, 2019

Have you recently come into a large sum of money? Has your portfolio become too large for you to manage on your own? At Mohr Financial Group, we are proud to be a comprehensive wealth management firm serving clients throughout the greater San Diego area. When deciding which wealth management firm to work with for your financial needs, it is important to remember these key tips.


1. Determine if they have the right products/solutions for you: Whether you have a clear idea of what characteristics you are looking for in a San Diego wealth management firm, or you are completely new to the game, it is important to compare what each firm is selling. By taking count of all the products and services different firms have to offer you can compare and contrast which one will be able to offer you the most appropriate products for your needs and future goals. Some wealth management firms also offer investment advice, estate planning, and lifestyle management, all of which can be beneficial to you in the course of your life.


2. Ask the firm/manager about their availability: Even though it may not be necessary to connect with your wealth manager on a daily or even weekly basis, it is important to consult with your firm of choice and determine their availability. How often do they communicate with clients? If you have questions or concerns, how long can you expect before you receive an answer? You never want to be left in the dark when it comes to your finances, so having a wealth management firm you can rely on for steady communication is key.


3. Research the history of each firm: Trusting your money and investments with a wealth management firm can be intimidating for many people. Before selecting a firm, do some research into the history of the firm. Has the firm received any awards or special recognition? Do they have positive reviews from current or past clients? Once you feel that you are working with a professional team, it will make your decision much easier.



Are you looking for a wealth management firm in San Diego to help you manage your portfolio? Turn to the professional and reliable team at Mohr Financial Group. Call us today to schedule an appointment.

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Check the background of your financial professional on FINRA's BrokerCheck.

The Wealth Advisors of the Mohr Financial Group are also Registered Representatives with and securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through the Mohr Financial Group, a registered investment advisor.  Mohr Financial Group and Integrated Financial Partners are separate entities from LPL Financial. 

LPL Financial, Mohr Financial Group and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

 

We are licensed to transact business in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wyoming

Jim Mohr: California Insurance License #O678949
Michael Mohr: California Insurance License #OJ20351
Tim Riis: California Insurance License #OB23241
Michael Muniz: California Insurance License #OK34719
Jeff Mortenson: California Insurance License #O818655

Contact

Mohr Financial Group

Office: 858.298.2312

Fax: 858.794.9770

12555 High Bluff Drive, Suite 205

San Diego, CA 92130

info@mohrgroup.com

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