Want a Second Opinion About Your Financial Future?

Are you losing sleep because you’re worried about your financial future? Do you ever wonder if your current financial advisor (or wealth manager) understands your needs? You are not alone.

A 2023 PwC survey reports that almost 50 percent of high-net-worth investors in the U.S. were considering hiring a new or second wealth advisor within the next 12 to 24 months. The decision to seek a new advisor isn’t easy, but for many, making a move brings relief.

Some investors are driven by emotional factors—a lack of trust or communication—while others are motivated by more tangible issues like performance or fees. Whatever the reason, the underlying message is clear: investors want to feel in control of their destinies.

Here are seven reasons why affluent investors seek a second opinion and fresh perspective.

WOULD YOU LIKE TO JUMP AHEAD AND BOOK A SECOND OPINION?