Crown Point Investment Advisor

While investing can be a great way to grow one’s wealth and manage one’s money over time, how to invest wisely can be elusive to the layperson. At Harvest Wealth Partners, our Crown Point investment advisor is available to answer your questions, design an investment strategy that aligns with your financial goals, and manage investments on your behalf. To learn more about our Crown Point investment advisor and how to get started with our financial professional team, call our office directly today. 

What to Look for in a Crown Point Investment Advisor

When searching for a Crown Point investment advisor you can trust to manage your investments, there are a few things that you should be looking for—

• Registration and fiduciary duty. One of the first things to consider when meeting with an investment advisor for the first time is whether the advisor is registered with the Securities and Exchange Commission, holds the designation as a Registered Investment Advisor (RIA), and has a fiduciary duty to their clients. When an investment advisor is registered, they do have a fiduciary duty, which means that they are legally obligated to act in the client’s best interest, not their own financial interests. This is especially important when working with an investment advisor who works on a commission basis. 
• Experience and education. You should always spend some time asking an investment advisor to tell you about their education and experience before hiring them. A good investment advisor will likely have completed education courses related to investments, and also have years of experience behind their name. 
• Other certifications. It’s not uncommon for an investment advisor to hold other professional designations, such as CFP ®, or CERTIFIED FINANCIAL PLANNER ™. The more certifications, the more education in finances that the professional has. 
• Fee structure. Finally, be sure to ask an investment advisor about their fee structure. While there is no right or wrong fee structure, this is an important element to understand if you will be working with the individual/financial firm moving forward. 

Why Work with an Investment Advisor

An investment advisor is a trained financial professional who is experienced in and knowledgeable about the world of investments, including different investment types and structures, as well as investment strategies. By working with an investment advisor, you can outline a plan for managing your assets and potentially growing your wealth over time to support a wide array of financial goals, including retirement plans. Your investment advisor can help you to understand the most appropriate investment strategy for you given your goals, assets, and risk tolerance, and can manage your portfolio for years to come. By working with a skilled professional, you take the pressure off of the guessing game that may result from attempting to manage your investments on your own. 

Call Harvest Wealth Partners for Investment Advisor Services You Can Trust

At Harvest Wealth Partners, our investment advisors provide investment services that you can trust. To learn more about our team or to schedule an initial consultation at no charge with one of our Crown Point investment advisors, call us directly today or send us a message online at your convenience.