Wealth Management

Dictionary Says

Definition of 'Wealth Management'

A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.
Investopedia Says

Investopedia explains 'Wealth Management'

In general, wealth management is more than just investment advice, as it can encompass all parts of a person's financial life.

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Related Definitions

  1. Asset Management

    1. The ...
  2. Portfolio Management

    The art and ...
  3. Sophisticated Investor

    A type of ...
  4. Wealth

    A measure of the ...
  5. Effective Net Worth

    The ...
  6. Liquidator

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  7. Economic Profit (Or Loss)

    The difference ...
  8. Profit

    A financial ...
  9. Operating Income

    The amount of ...
  10. Price-Earnings Ratio - P/E Ratio

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Articles Of Interest

  1. Top 3 Trends Affecting Private Wealth Management

    Don't miss out on high-net-worth clients because you aren't prepared for their service demands.
  2. The Impact Of Combining The U.S. GAAP And IFRS

    The convergence of accounting standards is changing the attitudes of CPAs and CFOs toward harmonization of international accounting.
  3. Analyze Cash Flow The Easy Way

    Find out how to analyze the way a company spends its money to determine whether there will be any money left for investors.
  4. Digging Into Book Value

    This calculation will serve up your portion of the shareholder pie.
  5. CPA, CFA Or CFP® - Pick Your Abbreviation Carefully

    A couple of letters can mean a big difference. Find out which designation you need and how to get it.
  6. Using Enterprise Value To Compare Companies

    Learn how enterprise value can help investors compare companies with different capital structures.
  7. Understanding Pro-Forma Earnings

    These figures can either shed light on a company's performance or skew it. Find out why.
  8. Analyzing Operating Margins

    Find out how to put this important component of equity analysis to work for you.
  9. The Importance Of Other Comprehensive Income

    Understanding and analyzing OCI greatly improves financial analysis, especially for financial companies.
  10. Impairment Charges: The Good, The Bad And The Ugly

    Impairment charge is a term for writing off worthless goodwill, but you need to know what its potential impact is on EPS.

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