Bruce A. Weininger CPA, CFP, is a principal in the Kovitz Investment Group and can be reached at (312) 334-7334 or [email protected].
It's Time To Euthanize Wealth Management Practices
February 26, 2009
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Bruce,To call the people you describe in your article "wealth managers" is a huge stretch. They may have referred to themselves as such, but they were far from the mark. Preserving principal first, and seeking growth second is a sound philosophy that these knuckleheads discounted as old fashioned. Well, it may be old fashioned, but it sure saved a lot of my clients' retirement assets. Nice work, I just don't think these guys are wealth managers. I think they are nothing more than financial salesmen.