Рет қаралды 29
***** Do you have a few assumptions about how financial advisors work or even who they work with?
Wealth Advisor Ryan Ovenden, CFP®, CKA®, shares six common myths about financial advisors and the wealth management industry.
Watch the video for more!
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Pinnacle Wealth is a Sioux Falls, SD based full-service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.