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 |
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