Wealth Management

 

Wealth Management
 
Wealth Management is a type of Investment Advisory that incorporates financial planning, investment portfolio management and other financial services.
Wealth Management works to enhance the income, growth and tax favored treatments of long term investors (High Net Worth Individuals / High Net Worth Customers.
 
Wealth Management can be offered by large corporate entities, independent Financial Advisers or Multi Licensed portfolio managers.
Wealth Managers can provide;
-          Coordinating of retail banking
-          Estate Planning
-          Legal Resources
-          Tax professionals
-          Investment Management, etc
 
Wealth Managers can be independent Certified financial planners, Certified financial advisers (CFA’s) chartered holders, MBA’s, or any credential professional money manager.



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