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It's not easy to find a great wealth management expert nowadays. You can search through the yellow pages, but that strategy won't get you very far. The best way to do it is to look in the right places. The first place to
look is your local library. They should have a book on investing that
lists different banks and investment managers. The second place to look
is your friends and family. Your relatives and close friends may be able
to recommend someone they have used before or know of someone they
would recommend. Another place you should look at is your local
financial newspaper. The newspaper should list different banks and
investment managers available in the area. In this way, I found out