Wealth Management

Wealth management is a comprehensive financial service that offers personalized investment strategies, financial planning, and other services aimed at growing and preserving an individual’s wealth. Wealth managers work with high-net-worth individuals (HNWIs) to provide tailored solutions that include tax planning, estate planning, retirement planning, and investment management. The goal of wealth management is to achieve the client’s financial objectives while managing risk and ensuring long-term financial security.

Example

A wealth management firm helps a client create a diversified investment portfolio, establish a trust for estate planning, and develop a tax-efficient strategy for retirement.