Are You Hiding Symptoms of Poor Financial Health?

Some things aren't easy to talk about with your financial adviser, like a half-baked restaurant venture or that exorbitant vacation home. But if you hold back, you’re just shooting yourself in the financial foot.

A visit to a doctor’s office is about as personal — and for many, uncomfortable — as it gets. If you’ve come to the office with symptoms and had tests done, the physician might even have an unpleasant reveal for you about your health and may want to learn more about your behaviors. It’s time to fess up.

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Matthew Helfrich, CFP
Partner and President, Waldron Private Wealth

Matt Helfrich is President of Waldron Private Wealth, a boutique wealth management firm located just outside Pittsburgh, Pa. He leads Waldron's strategic vision, brand and value proposition and overall culture of the firm. Since 2002, Helfrich has served in a number of roles including: Chief Investment Strategist and Chief Investment Officer, where he was instrumental in creating and refining Waldron's investment discipline.