Welcome to the Wealth Decision DNA™ test. It will take 10-12 minutes to answer all the questions. There are no right or wrong answers.
Purpose of Assessment:
This assessment is designed to reveal the core fears, strengths, and decision-making styles that shape your approach to wealth, risk, and trust. Your results indicate a dominant Wealth Decision DNA™ type and triad style, based on the teachings of a popular personality system called The Enneagram.
Disclaimer
This Wealth Decision DNA™ Assessment is an educational tool designed to help you reflect on your decision-making style regarding money and wealth. The results do not constitute financial, investment, tax, or legal advice.
Thus, results are not a substitute for a suitability analysis, a risk tolerance questionnaire, or a financial plan, as required by regulatory standards.
Investment recommendations made by Edgewater Family Wealth or its advisors will always be based on your full financial profile, objectives, and regulatory requirements, not solely on the results of this assessment.
Your responses will be kept confidential and used only to enhance communication and advisory relationships. They will not be shared with third parties without your consent.
By completing this assessment, you acknowledge that it is a self-reflection tool and not a predictor of investment performance or outcomes.