Stacy Coffey, Senior Vice President, Wealth Strategies of Wealth Enhancement Group was featured by U.S. News & World Report in "Wealth Management vs. Asset Management."
When you've found a prospective financial advisor, be sure to "ask as many questions as you need in order to feel comfortable," Coffey says. "When interviewing an asset or wealth manager, you should have full license to get clear and transparent answers on fees, how the person is compensated, their underlying investment philosophy and certifications or designations the advisor may or may not have."
Access Stacy's full commentary in the article written by Coryanne Hicks here.