Your Other Options
We recognize that you have many options for wealth management.
Here’s what sets us apart…
| WHALEN FINANCIAL | DO-IT-YOURSELF (Vanguard Fidelity, etc.) | ROBO-ADVISOR (Wealthfront, Betterment, etc.) | TRADITIONAL INDEPENDENT WEALTH MANAGEMENT FIRM | COMMISSION BASED BROKER | |
|---|---|---|---|---|---|
PORTFOLIO MANAGEMENT | |||||
| Low-cost investing | |||||
| Fully diversified portfolio | |||||
| Tax-efficient placement of investments | |||||
| Strategic tax loss harvesting | |||||
| Proper rebalancing techniques | |||||
| Access to Fred Alger Management | |||||
| Integration of 401(k) accounts into investment strategy | |||||
| Behavioral finance “coach” to prevent emotional decisions/mistakes | |||||
| Outsourcing of time required to manage portfolio | |||||
| Outsourcing of stress required to manage portfolio | |||||
FINANCIAL PLANNING | |||||
| Proactive guidance on all financial matters | |||||
| Net worth projections to guide decision-making | |||||
| Advisors who understand your career and financial trajectory | |||||
| Plans that consider assets not directly managed by advisor | |||||
| Deep integration between tax planning and investments | |||||
| Access to preferred lending provided by our partner private bank | |||||
| Access to line of credit collateralized by investments | |||||
| Outsourcing of time required to make financial planning decisions | |||||
| Outsourcing of stress required to make financial planning decisions | |||||
| Guidance on tax-advantaged charitable giving | |||||