These days, it can take a village to navigate one’s financial world. Whether it is managing your assets with a wealth manager, finding your way through the ever-changing landscape of tax law, sorting out your estate and succession planning or picking the right life insurance, finding the right wealth manager or team who suits your needs can be a daunting task. In fact, many consumers have a hard time figuring out where to even begin.
Sometimes, a few simple questions can set one off on the right path. Asking a professional what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own. Further, asking them to talk about any specialties they might have can help uncover skills you might find useful.
This is a great place to start! Five Star Professional has partnered with Washington Post Magazine to help consumers like you find outstanding wealth managers and investment professionals in their area. Each award candidate undergoes a thorough research process (detailed below) before being considered for the final list of award winners. For more information on our research methodology and criteria, see our Research page.