When Do You Need to
Hire a Wealth Manager?
If you fit into a higher-net-worth category, typically above $250,000, $500,000 or $1 million, you might consider using a wealth manager, depending upon your knowledge with financial management and the complexity of your financial situation. There are different schools of thought as to when you may need a wealth or investment advisor. We recommend hiring one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds, or you are trying to juggle various priority objectives.
When you hire LRVS, you can always expect professionalism, integrity, financial acumen, clear communication, and transparency.