It might sound counterintuitive coming from a wealth management firm, but not everyone needs one.
In his latest blog, Javelin Founder & CEO Stephen Davies explores the scenarios where a DIY approach or low-cost digital tools might serve you just as well.
If your finances are straightforward, your debt manageable, and your goals simple, a disciplined, self-directed strategy can go a long way. The key is understanding when complexity, multiple income streams, inheritance, or business ownership begins to outweigh simplicity. That’s when professional guidance stops being a cost and starts adding value.
👉 Read the full piece here: https://fifthperson.com/6-situations-dont-need-wealth-manager/
It’s a thoughtful reminder that good advice isn’t about selling services, it’s about helping people make the right decisions for their circumstances.
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