Investor checking performance of financial portfolio online whilst reviewing investment statement

Five Common Misconceptions about Wealth Management

When it comes to portfolio management, there is no one perfect strategy. Preserving and accumulating assets requires a thoughtful approach that considers several different factors and is ultimately guided by an individual’s unique financial goals.

As you work with your investment advisor to define and direct your wealth management strategy, be wary of these common misconceptions.

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Melissa Santas Peterson

CFA
Partner & Chief Investment Officer, Wealth Management Practice

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