Some Common Frequently Asked Questions From Our Clients
Why should I choose Adviso Wealth?
Are you looking for your personal CEO who looks at your financial life holistically, incorporating risk management, budgeting, taxes, estate planning and investments? If so, Adviso Wealth is for you. We promise a high-touch service, so you can stop worrying and live an extraordinary life.
Our Principal Financial Advisor, Sweta Bhargav, has two of the best credentials in the finance profession covering financial planning and investment management.
This, coupled with her extensive global and regional experience ensures she can help you with your financial needs.
Are you a fiduciary?
Yes! We are fiduciary advisors, who always act in our client's best interest and will put you first.
The majority of financial advisors are actually brokers or insurance salesmen focused on pushing products for the sake of recieving a commission.
At Adviso Wealth we do not receive any commissions and our pricing is transparent.
How do you get paid?
We are independent, fee-only financial advisors, which means our only compensation comes from the services we provide to you. We do not get paid any commissions, kick backs, “trails,” or any other fees other than from the fees we charge you directly.
Do I need to live in Philadelphia to work with you?
Absolutely not! We work with clients all over the country. We have a secure client-only portal to share information and can have meetings over the phone or on zoom.
What is a CERTIFIED FINANCIAL PLANNER™ professional?
The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow - CFP Board.
What is a CFA Charterholder?
A Chartered Financial Analyst (CFA®) charter is one of the highest distinctions in the investment management profession. It is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements.
The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. - CFA Institute.
How do I get started?
Just set up a time for a chat by clicking the "Schedule an Appointment" button at the top right hand corner. We'll take it from there and can't wait to help you live the life you deserve.