Managing your wealth can be an intimidating. There is a lot at stake, and you want to make sure that you have done everything that you can to preserve your capital and use it to increase the value of your portfolio. This is why it is so important to hire a financial advisor and wealth manager like Marty Erzinger. You cannot be expected to know everything. You know about whatever it is that you did to earn that money, but it is unreasonable to ask that you understand all of the mysteries of stock market, as well. Don’t try to do it alone. And when you seek out a wealth manager, find someone who you can trust on the professional level and a personal level. Professionally, you want to find a wealth manager like Marty Erzinger who is proven in the industry. Look for the number of years that the person has been in the industry. The number of years that they have been in finance can tell you something about their poise in challenging situations and their professional savvy. You want someone who has seen a lot different types of situations. But you also want someone who has a history of navigating those types of situations gracefully. That is why you also want to know what they were doing in those years. What kind of success have they found? What are the principles upon which he or she makes decisions? You want a wealth manager that you can trust in their professional skills, technical proficiency, and years of experiences. But at the personal level, this is not “just business”. This is your life. This is how you provide for your family. This is how you are able to support different charities and philanthropic organizations. It is how you sustain yourself. So it is not just a cold, purely economic transaction. So you want a financial advisor that you can be honest with, express your anxieties about a particular financial situation, and depend upon for wise choices. You also want someone that you can trust is above ethical reproach. There is a general stereotype (which may or may not be true) that there are all kinds of machinations and underhandedness in finance. While this may exist only in general imagination, you still want to make sure that your wealth manager is doing his or her job in a way that accords with your moral code. What stocks are you investing in? Are they companies that you have an interest in supporting? Are the methods used by your wealth manager ones that you think reflect well upon you? Because remember: Even though it may be your wealth manager is the one making the decisions about your money, it is still your money. You are going to be tied to those activities, about which you may know very little, because it is your money that is making it happen. So the wealth managers like Marty Erzinger of the world are the ones that you want in your corner. You want to feel like you can trust your wealth manager.