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From Well Off to Wealthy: The One Thing ALL Wealthy People Do

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Finance
Sep 26, 2024
What separates a $100K portfolio from a $10M one? In many cases, it comes down to one crucial factor: who’s managing your money.

With the market’s ongoing volatility, more investors are turning to professional financial advisors to protect and grow their wealth—especially in uncertain times.

A 2019 Vanguard study revealed that investors who work with financial advisors tend to outperform the market by an average of 3% annually¹. Over time, this difference in returns can mean the difference between retiring comfortably and retiring wealthy.

Professionals like doctors, business owners, and executives understand that managing their portfolio requires specialized knowledge and strategies for maximum return. That’s why most high-net-worth individuals rely on experienced financial advisors to help them grow and preserve their wealth.

The right advisor will focus on safe, compounding returns that outperform basic index funds. But accessing this elite level of expertise often comes with high minimum requirements, which is where many investors fall short.

Luckily, services like Datalign Advisory can connect you with top-tier financial advisors who specialize in working with portfolios starting at $100K and up—helping you reach your financial goals faster.

Don’t miss out on the chance to grow your wealth faster—find the right advisor for your financial goals today with Datalign Advisory

Spending less time to make more money

Time is money—most of the time, delegating a task means paying for it out of your pocket. But when it comes to managing your wealth, delegating to a skilled financial advisor can actually help you save time and make more money.

If you have a significant portfolio—whether you’re a seasoned investor or even a young tech employee—it pays to have an expert on your side who can help you build long-term wealth.

For busy professionals with families, demanding careers, and little free time, the idea of spending less time managing investments and more time enjoying life is a game changer.

As David Bach, Author of The Automatic Millionaire, says “In fact, what determines your wealth is not how much you make but how much you keep of what you make.”and that is exactly what a financial advisor will do for you.

Datalign Advisory makes it easy to find highly-rated financial advisors in your area. Browse real client reviews and connect with an advisor who can help you make the most of your time and wealth.

The danger of ‘do-it-yourself’?

While many high earners excel in their careers, that expertise doesn’t always translate to successful investment management.

Think about it this way: sure, you could cut your own hair, but most people leave it to a professional to avoid disastrous (and embarrassing) results.

The same goes for managing a substantial portfolio. While you might be able to handle it on your own, nearly everyone with significant assets relies on a financial advisor to protect and grow their wealth.

And just like a bad haircut, a DIY approach to investing can have serious consequences—especially with the unpredictable market swings we’ve seen throughout the 2020s.

“It’s far more costly to make a mistake than the fee you pay to have your money professionally managed,” says Winnie Sun, president of Sun Group Wealth Partners (CNBC).

Even if your DIY strategy has worked so far, a quick, no-obligation consultation with a financial advisor could reveal risks (and rewards) you’re unaware of.

Use Datalign Advisory’s free, no-obligation matching tool to find a trusted financial advisor. Every advisor is thoroughly vetted by Datalign Advisory, ensuring you’re in good hands.

As uncertainty grows, financial advising becomes more popular

As Americans turn to safer investment vehicles to grow their portfolios during uncertain times, getting help from a financial advisor is becoming more and more popular.

In fact, the financial advisory profession is expected to grow rapidly over the next decade, with a projected 17% increase in employment from 2022 to 2033³. A testament to the need of finance advisory services in this time of inflation and uncertainty.

Join the thousands of high-earning Americans who have already trusted Datalign Advisory to connect them with a top-rated financial advisor in their area. Take control of your financial future—get matched with an expert advisor today!

If you are ready to get serious about your money, choose your state below to start the free quiz and get matched with an advisor today. Avoid the common pitfalls and find an advisor who will help you grow your wealth and secure your financial future.

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Sources:


¹Vanguard (February 2019), Putting a Value on Your Value The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please see the methodologies employed in the Vanguard whitepaper. To receive a copy of the whitepaper, please contact: compliance@bankr.com

²"Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study.

³https://www.bls.gov/ooh/business-and-financial/personal-financial-advisors.htm

⁴These stats are updated annually and are accurate as of May 25th 2023. This list may include firms that have a business relationship with our recommended matching tool Datalign Advisory, in which Datalign Advisory is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. Datalign Advisory is not a client of the aforementioned firms. Datalign Advisory did not receive compensation for including any of the firms on the aforementioned list.