What is Wealth Management?
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. Wealth management is done by wealth managers. Wealth managers can be MBAs, CFAs & Certified Financial Planners(CFPCM) or any credentialed professional money manager who works to enhance the growth and income. Investors must have already accumulated a proper amount of wealth for wealth management strategies to be efficient and effective. 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 client. Wealth managers must contain a current profile of client holdings.
We handle information for the following Segments :
- Stocks
- Stocks Options
- Bonds
- Mutual Funds
- Stocks
- Stocks Options
- Bonds
- Mutual Funds
Wealth management or wealth management advisory is a form of investment management and financial planning that provides solutions to a wide array of clients ranging from affluent to high-net-worth and ultra-high-net-worth.
