How Do I Know If I Need a Professional Wealth Manager in Springfield?

It starts with a simple question, but behind that question is a real concern: “Am I doing enough to protect and grow my wealth?” If you’re reading this, you’ve probably hit a point where DIY investing or a set-it-and-forget-it 401(k) no longer feels like enough—and that’s not a bad thing! It’s actually a sign that your finances have reached a level where professional wealth management could make a meaningful difference.

At LaTour Asset Management in Springfield, we work with clients who are asking that same question every day. They’re not beginners—they’re serious about building wealth and even more serious about preserving it. Let’s walk through how to know if the time is right for you.

1. You’re Managing More Assets Than You’re Comfortable With

Maybe you’ve built a solid nest egg over the years. Or maybe you’ve inherited significant assets, sold a business, or rolled over a large retirement account. Either way, you’re starting to feel the weight of those numbers—and the decisions that come with them.

• Should you rebalance?
• Are you too aggressive… or not aggressive enough?
• What happens if the market shifts?

Working with a fiduciary wealth manager in Springfield means you don’t have to figure it out alone. You get real insight, custom strategies, and a plan that’s built around you—not just market trends.

2. Your Financial Life Is Starting to Feel Complicated

You’ve got multiple accounts, several goals, and not enough hours in the day to keep track of everything. Retirement, legacy planning, taxes, income strategies—it all matters. But without a clear, unified plan, it’s easy to feel like you’re just reacting. Professional wealth management brings that clarity you need and deserve.

LaTour Asset Management works with Springfield clients to build a disciplined, diversified plan that aligns with risk tolerance, time horizon, and financial objectives. We help streamline your strategy so you can stop juggling accounts and start working toward something cohesive and powerful.

3. You Want Someone Who Understands the Stakes

You’re not looking for hot stock tips or cookie-cutter advice. You want a trusted guide—someone who understands that these aren’t just numbers. They’re the outcome of decades of work. They represent your future, your family, and the legacy you want to leave.

That’s why our team in Springfield takes the time to learn your goals, your comfort level, and your expectations. Then, we build a strategy designed to help you make the most of what you’ve worked so hard to earn.

4. You’re Unsure How to Protect Your Wealth in Today’s Market

Today’s investment landscape is more complex than ever—rising interest rates, inflation pressure, election cycles, and international volatility. How do you position your portfolio, so it’s not only resilient but opportunistic?

Our team partners with seasoned investment professionals through our alliance with Gradient Investments. Together, we give Springfield clients access to institutional-level portfolios, research-driven strategies, and experienced money managers. We blend that insight with a local, personal touch that keeps you in control—without feeling overwhelmed.

5. You Want to Stop Guessing—and Start Planning

Guesswork might get you started, but it won’t take you across the finish line. At some point, you need a plan that’s built around your life—not someone else’s. A plan that accounts for risk, growth, taxes, income, and how they all work together.

We offer exactly that at LaTour Asset Management in Springfield. As fiduciaries, we’re legally and ethically committed to putting your best interest first—always.

Ready to Take the Next Step? Call Us Today

You don’t need to have millions in the bank to benefit from working with a wealth manager. You just need to care about where your money is going—and want the smartest ways to preserve and grow it.

Call LaTour Asset Management at (877) 888-5724 and start building a wealth strategy that fits your goals and your future. If you’re asking whether it’s time for help, we’d say this: Let’s find out together!