Wealth management is the process of making decisions about your assets, sometimes with a wealth manager. This includes, but isn’t limited to, financial investments, tax planning, estate planning and other financial matters.
The goal of wealth management is to help you achieve financial security and grow and protect your wealth.
A wealth manager is a certified professional who provides financial advice and services to clients who need wealth management help. They are a licensed financial professional who typically provides a comprehensive range of services. These may include investment management, financial planning, insurance sales, tax advice and estate planning.