What Is Wealth Management, and Do You Need It?
Wealth management is the highest level of financial planning services. Wealth management generally includes comprehensive investment management alongside financial advice, tax guidance, estate planning and even legal assistance.
The type of service offered by a wealth management firm is best suited to affluent clients. But while you may not require wealth management now, your needs are likely to change over time. At some point, it may be time to look into wealth management.
Original Article Source Credits: NerdWallet, https://www.nerdwallet.com/
Article Written By ANDREA COOMBES & ALANA BENSON
Original Article Posted on : Sept. 21, 2020
Link to Original Article: https://www.nerdwallet.com/blog/investing/wealth-management-time-upgrade-broker/