Wealth Management

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

The idea is that rather than trying to make sense of advice from a series of professionals. High net-worth families may benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own and/or their family's current and future needs.

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About Wealth Management

The wealth manager starts by developing a plan that will maintain and increase the client's wealth based on that individual's financial situation, goals and comfort level with risk.

After the original plan is developed, the manager meets regularly with clients to update goals, review and rebalance the financial portfolio, investigate whether additional services are needed and ideally, follow clients throughout their life.

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