NPR Life Kit Money Podcast: Should You Pay for Financial Advice

I recently listened to this podcast published by NPR’s Life Kit Money series on December 15, 2018 and felt very proud of the fact that Stone Lake Wealth Management fit ALL of the criteria that they recommended an investor should look for when hiring an advisor.

1. We are a FEE ONLY and not a fee based or commission based advisor.  We are solely paid by our clients and no one else. 
2. We use low cost, non-commission index funds and ETFs as our primary investment vehicles.
3. Our fees are completely transparent.  Stone Lake Wealth Management will directly send invoice receipts to clients every time fees are deducted from the accounts.

We agree that many people don’t need to pay for financial advice or would do just fine with a robo-advisor.  However, if you are searching for a highly qualified advisor whom you can connect with, who can work with non-cookie cutter situations and who is held to a fiduciary standard we hope you will consider Stone Lake Wealth Management.  We will always work for your best interests. 

Sumit Kumar, Greenwich CT