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Wealth Management Survey
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Name
*
Email
*
or the financial
Phone
*
Age Range
20-35
36-50
51-65
66-75
76+
Approximate household net worth
$1M - $2M
$2M - $5M
$5M - $10M
$10M - $15M
$15M - $25M
$25M+
How did you accumulate your wealth? (select all that apply)
Business Ownership
Real Estate
Retirement Plan Savings
Inheritance
General Savings and Investing
Other
Other (How did you accumulate your wealth?)
Which best describes your current life stage?
Building Wealth
Recently Sold a Business or Significant Asset
Nearing Retirement and Planning the Next Phase
Retired and Focused on Preserving and Distributing Wealth
Managing Multi-Generational Family Wealth
Navigating a Major Life Transition (e.g., divorce, inheritance, loss of a spouse)
How would you define financial success for yourself or your family? (select all that apply)
Living Comfortably Without Financial Worry
Leaving a Lasting Financial Legacy for my Family or Causes I Care About
Supporting my Children or Grandchildren’s Education or Future
Having Clarity and Control over my Entire Financial Picture
Successfully Transitioning Out of my Business or Career
Being Prepared for any Unexpected Life, Economic, or Market Event
Making Sure my Spouse/Partner is Taken Care of if Something Happens to Me
Other
Other (How would you define financial success?)
On a scale of 1 to 5, how confident are you that you are on the right path toward achieving your definition of financial success? (1 = Not confident; 5 = Very confident)
1
2
3
4
5
Which of the following are your top financial concerns? (select up to 5)
Market Volatility and Investment Performance
Taxes and Tax Planning
Lack of Coordination Among Advisors (CPA, attorneys, etc.)
Income After Retirement
Ensuring Estate/Will Aligns with my Intentions
Business Succession or Exit Strategy
Support for Children or Grandchildren
Asset Transfer Strategies
Insurance Coverage and Risk
Coordination of All Assets and Investments
Other
Other (Please specify top financial concerns.)
What would you most like to improve or gain clarity on in the next 12 months?
How would you like your assessment to be returned to you?
Phone Call
Video Conference
In-Person Meeting
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