The Wealth Management Factor

Let a Nobel Peace Prize recipient and a Dartmouth Finance Professor convince you of the value a financial advisor can bring to your life. As Eugene Fama and Kenneth French discuss, it may not always be about portfolio management but often wealth management including estate planning, tax efficiencies, and insurance and legal needs can play a larger role in the development of a long-term financial plan. At Soundmark, our discovery process clarifies client’s goals and needs and is the basis for our wealth management planning.