Ryan Featherston knows more than a thing or two about Wealth Management in the rapidly evolving financial advisory world. Ryan Featherston is a former LPL Financial broker/adviser, based in Tulsa, Oklahoma. My team has invited Ryan Featherston to talk about Financial advisors and wealth management.
Ryan Featherston started with telling us: when you consult with some wealth management company, you need to ask their financial advisors about their financial products. Wealth management is basically professional advisory assistance which provides comprehensive solutions for finance, investment, planning, estate, insurance, legal planning, equity and mutual funds and banking products to the customers. After that my colleague shot his first question:
What are the benefits of wealth management?
Ryan Featherston answered this question widely. He stated:
Wealth management is related to the client’s investment and it can plan their individual finance with all resources and financial services. Investment advisory report is very important for everyone because, through these financial planning and reports, customers can easily know about the current market trend and the recent company profiles and invest their amount accordingly.
He suggested consulting with some certified wealth managers, financial advisors and wealth management company because it is related to your future plans. He also told that you need to invest your wealth properly which can give you security in the future. Ryan Featherston warned about some Stockbrokerfraud companies in the market who try to incorporate with bad investment and sell their poor financial plans to the customers. So it is very necessary to select the investment company which is certified by the stock exchange and they must have a legal license for these services.
How to choose the best wealth management company?
To this question, he stated: There are different types of wealth management companies available in the market and most of them are listed in the local stock. Apart from that, some freelance financial advisors like Ryan Featherston himself also deal with international investment. Especially, in Tulsa, Oklahoma you can gain high profits on your wealth in various ways such as direct real estate investment, equity funds, mutual funds, private banking, and merged investment plans.
You can select some private wealth management company who can guide you about your management. They will take important steps which can boost your wealth if they have sound knowledge about banking and financial products.
You might have some specific financial objectives – creating a college savings strategy, planning for retirement, perhaps starting your business. Featherston Wealth Management has a comprehensive set of investment products and services that can turn your aims into reality. Partnering with right financial advisor, can help you build a diversified portfolio from a broad universe of quality investments, including bonds, stocks, mutual funds, and ETFs, while our insurance and annuity products can help to protect your financial future.
Big shout out of thanks to Ryan Featherston for sharing his thoughts and perspective and giving us, a LOT of new ideas to think about as we all search for new ways to find a financial advisor and grow our wealth.