When considering your Wealth Management Options, you should be equipped with a number of questions to ask your prospective and current investment advisors. These questions include:

• Does the advisor have specific experience working with clients just like you?
• Do they have a track record—have they experienced success over multiple market cycles?
• How is the advisor compensated (with management fees or through commissions) and which makes sense for you?
• Are they independent or part of a large conglomerate—and how does that affect you?
• Does the advisor specialize in asset management or do they provide ancillary products and services such as tax advice, estate planning and insurance?
• Do you have a comfortable relationship with your advisor?
• Is now the right time for you to make a change?