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You don’t have to be rich. Wealthist advisors are there to help you get rich.

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Statistic: Advised individuals are more likely to have comprehensive retirement plans and sufficient savings compared to those without professional guidance.
Statistic: 67% of investors working with an advisor believed they were prepared to weather a recession - compared to only 32% of self-managing investors
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Improved Financial Behavior

Financial education initiatives have led to significant improvements in personal credit management. For instance, states implementing such programs saw average credit score increases of 11 to 32 points and notable reductions in 90-day delinquency rates.

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For parents

7 Proven strategies to set your child up for financial success Read more »

For anyone new to investing

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For High Net-Worth Individuals

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Confidence During Economic Downturns

A study by the Certified Financial Planner Board of Standards revealed that 67% of investors working with an advisor believed they were prepared to weather a recession, compared to only 32% of self-managing investors.

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‡ The Value of Working with a Financial Advisor: A Data-Driven Perspective

* A study by the Certified Financial Planner Board of Standards on Confidence During Economic Downturns