What is wealth management?

Wealth management is a comprehensive financial service combining investment advice, financial planning, tax services, and estate planning to help individuals and families grow and preserve their assets.

Who can benefit from wealth management services?

Individuals, families, and high-net-worth clients seeking professional guidance to manage complex financial situations, plan for retirement, invest strategically, and ensure long-term financial security.

What services are typically included in wealth management?

Key services include investment management, retirement planning, estate planning, tax planning, risk management, and philanthropic advising, all tailored to client-specific goals.

How does wealth management differ from basic financial planning?

While financial planning focuses on specific goals, wealth management offers a broader, integrated approach, continuously managing all aspects of a client's financial life, including more complex investment and estate strategies.