logo
Home Business Owner Solutions Services Biographies Articles Client Access Contact Us
The Foresight Advantage The Advisory Choice The Use of Your Wealth The Lost Art of Teamwork The Entrepreneurial Mind
A t Personal Wealth Advisory, LLC, we believe every family,
regardless of asset size or net worth, deserves a true advisory

What is the process for helping you sort through your vision for the use of your wealth?
Some firms are structured to help you sort through your vision for your legacy and your family with regards to your assets. Some have a cursory process for doing this as part of reviewing your investments or insurance.
It can be helpful to determine which type of process is important to you,
and then ask the firm about their business model, to see if the two align.
  experience. We also believe in providing an environment in which you
can ask as many questions as you’d like and get plain-English answers.

To help families understand the choice they’re making when interviewing various firms, we developed the following questions. Using these guidelines, you can peer behind the scenes regarding what a future relationship might look like…

Download PDF: Seven questions to help you choose an advisor

 
chess

630 Delp Road • Suite 100 • Lancaster, PA 17601 • p: 717.735.1170 • f: 717.735.1181 • www.pwallc.net • info@pwallc.net

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Personal Wealth Advisory, LLC and Geneos Wealth Management, Inc.
a Registered Investment Advisor. ©2009 Personal Wealth Advisory, LLC. All rights reserved. Please Read the regulatory statement. Privacy Statement