Window on wealth: For advisory firms, transparency is a growing necessity

Pictured clockwise from left: Keith Aleardi, Clermont; Laurie Peer, RKL; Tom Reese, Conrad Siegel; Tom Terhaar, Conrad Siegel; stock image; Angie Stephenson, ParenteBeard - (Photo / Submitted photos)

Every so often, a potential wealth-management client will approach Tom Terhaar or one of his colleagues with a printed-out questionnaire.

Jennifer Wentz
Jennifer Wentz covers Lancaster County, York County, financial services, taxation and legal services. Have a tip or question for her? Email her at jwentz@cpbj.com.

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