Charles Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured in U.S. News & World Report’s article “How to Find a Financial Advisor for Dentists.”
“Just like you wouldn't take your Mercedes to a Ford mechanic, dentists should seek out a financial advisor who specializes in helping dentists,” says Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement Group. “A financial advisor who works with dentists will be the most equipped to help you through the nuanced financial challenges and goals that come with working in dentistry.”
"The relationship you share with your advisor is one of the most intimate you will have," Massimo says. "If you cannot speak openly and honestly, you will never get out of the relationship what you hope."
Read Charlie’s full commentary here.
