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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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