The Right Fit

Focus. Consider how much experience each candidate has working with individuals and families like you. Many firms focus on institutional clients and have little experience dealing with individual investors, family dynamics and wealth transfer strategies.

Involving someone in your personal finances requires considerable trust, which makes it essential to thoroughly evaluate each candidate’s credentials, training, reputation and experience. Ultimately, the time and effort you spend in understanding, vetting and selecting the investment professional best suited for your unique situation and needs helps better position you to achieve your long-term financial goals.

Monica G. Robbins is senior vice president and Affluent Customer Segment manager for Wells Fargo Regional Private Banking in Utah and Idaho.