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Advisor Roundtable: Financial Planning Thumbnail

Advisor Roundtable: Financial Planning

EWM Video Library


Join EWM's founder, Bert Herzog, and private wealth advisors, Chris Kubert, and James Plaskey, as they discuss critical aspects of choosing a financial advisor, such as:

  • What distinguishes one financial advisor from another?
  • Why is it important to have a fiduciary financial advisor?
  • How does Fortunatus Investments help defend our client’s investments?
  • What do you mean by having a tactical philosophy?

Choosing the right financial investment advisor is immensely important as this is going to be one of the most trust relationships that you're going to have for the rest of your life.

Contact us to schedule a conversation with an EWM private wealth advisor today!