Wealth management, like beauty, is defined by the eye of the beholder. But we’d like to offer you a definition that can apply to everyone.

Don’t go to a bank for recommendations on your IRA. Many recommend that you go to a fee-only firm where your best interest is foremost at all times.

First Republic Bank is offering low fixed interest rates, but not everyone will benefit from their low-cost offering. For those that do qualify and are ok with the requirements, it can save a borrower thousands of dollars in interest charges.

EBI makes use of the best evidence currently available for the initial design and implementation of an investment portfolio as well as for subsequent ongoing management of that portfolio. Compared to the normal methodologies, EBI could be a huge and beneficial change to an individual’s investing strategy.

Yelp is a popular online site to find retail stores, restaurants and service providers near you. However, it's not the best option to use when searching for a financial services professional.

Donor Advised Funds (DAF) are one of the fastest growing vehicles for charitable giving. If you have established your DAF and have contributed to it, then you should determine what method to use in setting the annual grant amount each year. Have a plan, but be flexible enough to change if needs mandate.