Page Title

Wealth Management is a discipline that incorporates financial planning, investment portfolio management and a number of financial services. It is a professional service. It can also encompass all parts of a person’s financial life. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective.

Wealth management is done by wealth managers. Wealth managers can be Certified Financial Planners(CFPCM), CFAs, MBAs &/or any credentialed professional money manager who works to enhance the growth and income. It can be provided by large company entities, independent financial advisers or multi-licensed portfolio managers. Their services are designed to focus on high-net worth customers.

Wealth Managers use their experience in estate planning, risk management and legal specialists, to manage the holdings of high net worth clients. Wealth managers must contain a current profile of client holdings.