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Username: LuckyWoman

Rating:
Guru Stars

Asked to: Jacob Rogers

Date Created: 09 Nov 2018
Category 28
Tag Financial
Question What is 'Wealth Management'?
Advice from Guru
Hello LuckyWoman,

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client's own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.

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