A wealth management advisor utilizes the diverse financial disciplines such as financial and accounting, and tax services, investment advice, legal or estate planning, and retirement planning, to manage an affluent client's wealth as a bundle of services.
Wealth management is different from investment advice. The former is a more holistic approach in which a single manager coordinates all the services needed to manage their money and plan for the client's needs, including the current and future needs of the client's family.
Wealth management is an important service that allows high net worth individuals or organisations to plan for the future. Wealthy people must decide who will manage their assets when they’re gone, while businesses need professional advice on how best to keep themselves growing in this ever-changing world of finance.
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