As it pertains to wealth management – caveat emptor – "let the buyer beware." Although unfortunate, it's true, that the term wealth management has become a convenient buzzword for many advisors throughout the financial industry. All over America, registered representatives of broker-dealers are hanging their wealth management shingles only to have no clue as to what wealth management really means. So, what does it mean? For starters, it isn't the comprehensive sale of financial products. Sorry, we don't want any more life insurance! Instead, wealth management is a process for assisting clients in accumulating, growing and preserving their wealth or better yet, their "well-th" and wellbeing. At its core, wealth management (WM) is comprised of goals-based investment consulting (IC) plus advanced financial planning (FP) plus relationship management (RM).



Regardless of account size – equipping investors with the resources to manage their own personal wealth management equation is what we do. Working closely with our clients and their other advisors (relationship management), Questis gives each client a competent and proficient investment methodology to accumulate and grow assets; then we deal directly with the life issues that might adversely or favorably impact those assets (i.e. taxes, et al).