In conversation with Tom Miele - What type of questions do you get As a wealth advisor at Bernstein Private Wealth Management, I firstly support my clients in asking the right questions — to find out their exact financial goals and, equally as important, to gain an understanding of the ‘why’; i.e. the reasons for their various desires, the reasons they are concerned or how they feel about the financial meaning of their life. I love helping my clients clarify their hopes, fears, concerns, and most heartfelt desires. Secondly, I help them understand the consequences, risks and opportunities of the different ways of investing. And lastly, I recommend, create, implement and monitor a completely bespoke wealth plan and investment portfolio to help them achieve the best possible outcomes.
