Getting Started

The first step in planning for your financial future is to speak with us.

We encourage you to contact us for a no-cost initial consultation. We will listen to you describe your financial situation, experiences, philosophies and goals. We can explain what TEAM Wealth is about and how we can help you reach your financial goals. You can ask us any questions you wish.

Together, we can assess if TEAM Wealth can provide real long-term value to you. Determining compatibility and “fit” is extremely important when considering employing an investment advisor.

Amherst, MA
Amy Carlson, 413.256.8326 or email Amy.

Chapel Hill, NC
Larry McManus, 919.942.8145 or email Larry.

Here’s what you can do before the consultation to help us serve you better.

  1. Write down your financial needs and goals
    What are your needs, wishes and wants for your investments? Are you saving for retirement, to pay for a child or grandchild’s education or would you like to leave an inheritance for children? Think about the goals you have and how far into the future they are.
  2. Gather your financial information together
    In order for us to help you meet your future financial goals, we need to have a good picture of where you are presently. Compile recent statements from your accounts and a list of your current assets and liabilities.
  3. Take our risk questionnaire
    Answering a few questions about your emotional response to changes in the market will help us determine your investment style. This information will help us create an appropriate allocation of assets personalized to your style and the goals you set.

Click here to see examples of accounts you may have.
Click here for a copy of our risk questionnaire.