How to Find Wealth Management Services in Sacramento
When seeking wealth management services in the greater Sacramento area, it’s important to consider the types of support that different financial advisors provide. For some financial planners, wealth management primarily means helping you with investment strategies. For others, it means providing comprehensive financial planning and investment management services.
A good place to start is deciding what wealth management means to you. What services would benefit you? You may want a wealth manager who can provide services such as:
Cash flow planning
Retirement planning
Tax planning
Investment plan management
Education planning
Estate planning
In the process, you might find that you want a comprehensive and personalized approach to your wealth management. Certain advisory credentials indicate this broader perspective, such as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Some firms, like our Roseville-based wealth management firm, offer a range of services to grow with your life. For example, our Registered Investment Advisor (RIA) firm offers one-time advice, ongoing investment management help, and comprehensive wealth management. You may find such a range ideal because the services can help meet your needs throughout your life stages.
Where to Look for Sacramento Wealth Management Firms
As you get a sense of the services you seek, you can search for specific Sacramento wealth management firms to set up meetings to evaluate them.
Some of the ways you can find financial advisors in Sacramento include:
Professional organizations: If you know you want comprehensive, fee-only financial planning service rather than an advisor who charges commissions for each trade you make, you can search professional organizations for fee-only financial advisors.
One useful resource is the National Association of Personal Financial Advisors (NAPFA). NAPFA members serve as fee-only financial advisors providing independent, objective financial advice. Use their Find an Advisor webpage to look for an area advisor.
The Financial Planning Association’s members are CFP® professionals, which means they have met extensive education and experience requirements to offer comprehensive financial planning. Use the FPA PlannerSearch tool to look for an advisor in your area.
Word-of-mouth: Referrals can be a great way to find a wealth manager. Ask colleagues, friends, and family members who they use as their Sacramento area wealth advisor.
Online searches: Use a search engine to find a local wealth manager, and then read through their website to determine if they offer the services and support you’re looking for. Take the time to contact a few and set up initial consultations to see which firm will serve you best.
By following these approaches, you put yourself on the path to finding a wealth management firm in the greater Sacramento region that can help you reach your financial goals.
Schedule a complimentary, 15-minute call with a fee-only financial advisor today to discuss your personal situation.
This material was prepared by Kaleido Inc. from information derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice.
Parkshore Wealth Management is a family-owned, independent, fee-only Registered Investment Advisor serving the greater Sacramento area with an office in Roseville, CA. We partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire. The firm is led by Harold Anderson, CFP®, and Daniel Andersen, CFP®, both members of NAPFA, the country's leading professional association of fee-only financial advisors.