Samy Dwek
Samy Dwek Offers Objective Advice On Choosing The Right Financial Advisor
Do you have the right financial advisor? It may be time to consider a review and possibly a change. As founder and CEO of White Knight Consulting LLC in Boca Raton, Samy Dwek helps family offices and high-net-worth individuals review their investment portfolios and ensure they have the right advisor for the future.
“We do the analysis, review your asset allocations and fees and give you a complete report,” says Dwek, who has more than 25 years of wealth management experience. “If you need to make a change, we will assist with the process, taking away the emotion and the stress.
"We don’t manage assets ourselves so that we can provide objective professional advice to our clients, serving as an outsourced chief investment officer.”
Dwek says choosing a financial advisor is the single most important step toward achieving your long-term financial goals – even more important than your asset allocation strategy. For example, an advisor might charge high fees that reduce your returns, fail to disclose certain risks or offer you a “cookie-cutter” portfolio rather than take the time to focus on your specific needs.
“It is vital to choose a financial advisor based on a rigorous process, rather than simply picking someone based on low fees, a family friend or relying on someone else’s recommendation,” he adds.
A native of England, Dwek built a successful global career in financial services with JP Morgan and other firms before retiring from banking to become a true client advocate. He and his wife, Illana, have three children and are active in a number of philanthropic organizations, including Ruth and Norman Rales Jewish Family Services in Boca Raton, Boys Town Jerusalem and the U.S. Israel Education Fund.
“It’s not easy to find a financial advisor who will give you the right service for the correct fee,” says Dwek. “That’s why our clients turn to White Knight Consulting for guidance in making the right choice.”
White Knight Consulting LLC is located in Boca Raton. For more information, call 561-990-9275 or visit wkconsulting.biz.
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