WEALTH MANAGEMENT PLAN
Wealth management as an investment advisory disciplineincorporates financial planning, investment portfolio management
A number of aggregated financial services.
High net worth individuals (HNWIs), small-business ownersand families who desire the assistance of a credentialed financial advisory specialist call upon wealth managers tocoordinateretail banking, estate planning, legal resources,tax professionals and investment management.
Money managers who work to enhance the income, growthand tax-favored treatment of long-term investors