What Does Wealth Management Mean?
A professional service which is the combination of financial/investment advice, accounting/tax services, and legal/estate planning for one fee.

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.

Filed Under: Accounting, Personal Finance

Related Terms

Asset Management
Portfolio Management
Sophisticated Investor
Wealth
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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.

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