The Value of a Human Advisor

Life is full of decisions...this one is easy.

Don't let an algorithm manage your life's savings!

As technology continues to play an increasing role in our lives, it is important to consider its  implications on your financial well-being.  Within the last few years, several firms have unveiled automated financial service platforms known as "robo" advisors.  Some investors have been drawn to this technology because of the cost and convenience.  As a client of Werth Wealth Planning, you receive a 360-degree view of your finances along with the specialized service of a wise counsel and an interpersonal relationship.  When your portfolio is challenged by the market, Werth Wealth Planning can help you overcome the fear of irrational investment decisions and keep your goals on track.

Services

Werth Wealth Planning

"Robo" ADvisor

Portfolio Management

Investment Advice

Estate Planning

Cell

Tax Advice

Cell

Insurance Products

Cell

Emotional Intelligence

Cell

Individual Attention

Cell

Accountability

Cell

Recommended Resource

For more information, read Vanguard's whitepaper;

Putting a Value on Your Value: Quantifying Vanguard Advisor's Alpha