Self-Assessment

Do You Need A Wealth Management Advisor?

Here are a few questions to help you decide:

• Are you able to clearly state your financial goals and your specific plan for achieving them ?
• Does your investment portfolio (including stocks, bonds, money market, retirement, college savings, real estate, etc.) exceed $100,000?
• Can you say with accuracy and certainty how much risk is in your portfolio ?
• Is your current plan and portfolio a good fit for your risk tolerance ?
• Do you have a trusted investment professional that you can bounce ideas off of?

Based on your responses you might benefit from having a professional RiverStone Wealth Management Advisor.

For more information contact a professional Wealth Management Advisor or we can get in touch with you.