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At Via Global, we have the privilege of working with families over time to help them realize their financial and non-financial goals. We work alongside clients on issues that are important to them - from ensuring that a surviving spouse is on solid financial ground or that a young adult has a trusted ally to call as she launches financially. 

How To Assess Fit:  5 Questions To Ask Your Next Financial Advisor

Ask these questions to help you sort through marketing speak and choose an advisor who meets your needs.

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How to Pick a Financial Advisor

Before you lock into an advisor, it pays to do a thorough check. Here's a Barron's guide to the process.  Selecting a financial advisor can be a lot like choosing a new car: The one with the most flash isn't necessarily the best one for you.

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Via Global does not provide tax or legal advice.