What Is Wealth Management?
Wealth management takes the complexity out of each piece of your financial strategy and provides a 360º solution that is aligned with your objectives. In simple terms, it is a professional service that combines financial and investment advice, accounting and tax services, insurance, retirement planning, and legal or estate planning. Working with a wealth manager allows an individual or business to take the guesswork out of each piece of their financial playbook. While working primarily with one wealth manager, behind the scenes this person is coordinating input from a team of financial experts which can include coordinating advice from the client’s own attorney, accountants, and insurance agents.