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Unlocking Value: The True Worth of a Financial Advisor Thumbnail

Unlocking Value: The True Worth of a Financial Advisor

Holly Wanegar, CFP®
Associate Vice President & Wealth Advisor

While jumping into the world of investments is an exciting move, it may be daunting and overwhelming to manage a financial portfolio all by yourself. In the intricate landscape of personal finance, emotions often have a significant influence on your investment decisions.  

Here lies the pivotal role of a financial advisor— a professional that can provide objective advice when it comes to building and protecting your wealth. Financial advisors like myself and the rest of the team here at WHZ possess the experience to make strategic, educated decisions, steering your portfolio with an unwavering commitment to your financial goals and objectives.  

Here are seven reasons why it may be beneficial in the long run to work with a financial advisor if you aren’t already.  

Reason #1: They Deter Emotionally Driven Investment Decisions 

Emotions come into play when it comes to making decisions about your own money - even when you don’t realize it’s happening. And when it comes to investing, making emotionally driven decisions can be detrimental to meeting your long-term financial goals. 

It can be difficult to be able to put aside feelings and make the right decision every time. A financial advisor can provide impartial advice about managing your wealth, so they can make objective and strategic decisions regarding your investment portfolio. 

Reason #2: They Employ a More Disciplined Process 

There are no guarantees when it comes to the stock market, even if you choose to follow stock trends closely. However, choosing and sticking to a a personalized investment strategy may offer investors more confidence. The team of financial advisors at WHZ has years of investment experience to use as a guide, leveraging what we know from research and experience to create a dynamic portfolio to support your financial plan. 

Reason #3: They Can Help Build More Balance 

Would you sell a well-performing asset to buy another financial instrument that is underperforming? This is the type of question that a professional can help you answer. Many DIY investors may be reluctant to make such seemingly counter-productive moves, but an advisor knows when it makes sense to take the risk or when you should wait before making a big move. 

Reason #4: They Help Diversify Your Portfolio 

The old adage, “Only invest in what you know,” is good advice, but if you don't have experience with various types of financial assets, your portfolio may not be diverse enough to fit your needs. Diversification is a key portfolio strategy at WHZ, ensuring that your investment strategy is well-diversified to help mitigate market risk.  

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Reason #5: They Help You Through Market Volatility 

The financial markets are bound to fluctuate. Individual investors sometimes have difficulty seeing past the market downturn, which could mean missing out on a lucrative market rebound.  

Financial professionals aren’t fearful of adverse market conditions and can help their clients through times of tumultuous market volatility, emphasizing the importance of a long-term investment strategy. 

Reason #6: They Avoid Calling Tops and Bottoms 

You’ve heard the phrase, "buy low, sell high” for years, but attempting to call the tops and bottoms of a volatile market could cause you to lose out - and add unnecessary stress to managing your portfolio. A professional can help keep you focused on the long-term trend of a stock, instead of its short-term highs and lows. 

Reason #7: They Alleviate Financial Stress 

Investing on your own is stressful. If the market is up, you're worried whether you should ride the wave as long as possible or take your profit now. But if the market is down, you’re worried about recovering from a loss. Having a trusted financial professional to guide you through the emotional roller coaster of investing is important to maintaining confidence in your strategy and long-term success. 

You have enough on your plate already. There’s no need to make investing harder than it should be, or (perhaps even more important) more stressful. That’s where we come in. At WHZ, our team of advisors pool our collective knowledge and work together to build an investment strategy and overall strategic financial plan that’s tailored just for you and your goals, through our  Plan Well, Invest Well, Live Well™ strategic process. And, we’re there to keep it up to date every step of the way as your life and the markets change. If you'd like a financial partner to help you plan and invest well so you can stay on track to Live Well now and in the future,  contact us for a complimentary consultation  or call us at (860) 928-2341. 


Presented by Associate Vice President, Wealth Advisor Holly C. Wanegar, CFP®. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084, 860.928.2341. http://www.whzwealth.com These materials are general in nature and do not address your specific situation. For your specific investment needs, please discuss your individual circumstances with your financial advisor. Weiss, Hale & Zahansky Strategic Wealth Advisors does not provide tax or legal advice, and nothing in the accompanying pages should be construed as specific tax or legal advice.  

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