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WiserAdvisor  >   Wealth Management 

Wealth management is a Financial Service concept offering wide range of Financial Services to individuals and groups which include basic elements like estate planning, asset management and even private banking option. It is for high net worth Individuals but small business and family also seek assistance to manage their finances efficiently. It is exactly what it says- it is about managing your wealth.

Although there are many institutions who offer plans for saving but the requirement of a government employee will be slightly different than from those who are self employed. This is where the wealth Management interposes with pros and cons of each and every plan. Wealth management assists you to establish and develop actionable strategies to control your wealth and defend it against any uncertain odds. It is a professional service which is a mix of investment advice, account/tax services as well as legal and estate planning. It is also helpful for those who are just planning to grow their assets. Largely it is a comprehensive solution to achieve individuals financial goals.

As it is said that money is easier to earn then kept, management of wealth is a specialized service and to render this service requires skilled professionals. You need smart managers for your wealth. Wealth managers understand the financial requirement at different life stages and offer a comprehensive wealth management plan to cater the ever changing financial needs. Their task is to analyze the current financial situations and structure the future goals. An experienced wealth management advisor can explore new avenues for your money. Wealth manager will empower you by providing quality information and advice to make informed and structured financial planning decision according to you particular needs, wants and concerns. Learn about wealth management to formulate wise investment decisions for your family, business and lifestyle.

Featured Articles on Wealth Managers

Featured Wealth Managers...

John Patsy, CFP, RICP Wealth Managers from Hauppauge,NY

John Patsy, CFP, RICP ,Wealth Managers from Hauppauge,NY

I am an independent CERTIFIED FINANCIAL PLANNER professional and my practice is centered around comprehensive financial planning with a focus on retirement planning and investment management. I am af......

Other Hauppauge, NY Wealth Managers

Jason Heinzelmann Wealth Managers from Tampa,FL

Jason Heinzelmann ,Wealth Managers from Tampa,FL

"The mission of Provident Wealth Management Group is to provide each of our clients with unbiased well researched advice, industry leading products, and exceptional personalized service, while acting ......

Other Tampa, FL Wealth Managers

Michael Treiberg CFP Wealth Managers from Tucson,AZ

Michael Treiberg CFP ,Wealth Managers from Tucson,AZ

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the grea......

Other Tucson, AZ Wealth Managers

Reid Limpert Wealth Managers from Raleigh,NC

Reid Limpert ,Wealth Managers from Raleigh,NC

Welcome to JRL Financial Group. As an independent, full-service financial services firm, we provide investment, insurance, and
planning solutions for families, business owners, and executives t......

Other Raleigh, NC Wealth Managers

John Lohrenz Wealth Managers from San Diego,CA

John Lohrenz ,Wealth Managers from San Diego,CA

JKL Management is the continuation of the successful wealth management careers of five former Merrill Lynch colleagues: John Lohrenz, Kelly Newell, Zac Fielder, Jim Finley and Rayna Gomes. Founded in......

Other San Diego, CA Wealth Managers

Joe Baker, CFP Wealth Managers from Mount Pleasant,SC

Joe Baker, CFP ,Wealth Managers from Mount Pleasant,SC

ALCUS Financial Group, LLC, is a Registered Investment Advisor (RIA) headquartered in Mount Pleasant, SC. Why Do Business With Us? Good question. Here's why: Trustworthy - As an RIA, we are requir......

Other Mount Pleasant, SC Wealth Managers

Tom Manning Wealth Managers from East Greenwich,RI

Tom Manning ,Wealth Managers from East Greenwich,RI

When you work with me, you are working with someone who is not conflicted by pressure to market proprietary products (my broker dealer,Cambridge has none). I have access to a vast array of informat......

Other East Greenwich, RI Wealth Managers

Mitchell Owen Wealth Managers from Bala Cynwyd,PA

Mitchell Owen ,Wealth Managers from Bala Cynwyd,PA

Mitchell R Owen, CLU, CFP is focused on helping clients develop a retirment income strategy, so they can't outlive their money. My primary goal is to help crystallize clients' financial objectives an......

Other Bala Cynwyd, PA Wealth Managers

Ken Tomko, CFA, CMT, CFP Wealth Managers from Naperville,IL

Ken Tomko, CFA, CMT, CFP ,Wealth Managers from Naperville,IL

T2 Asset Management was founded by two Chartered Financial Analysts with decades of experience who believe individual investors deserve the highest level of investment advice available. Our firm and p......

Other Naperville, IL Wealth Managers

Dustin Hall Wealth Managers from Cary,NC

Dustin Hall ,Wealth Managers from Cary,NC

All families, not just the super-wealthy, need well-coordinated financial services from investment guidance and retirement planning to sophisticated equity compensation, tax and estate planning stra......

Other Cary, NC Wealth Managers

Thomas Meyer Wealth Managers from Marlton,NJ

Thomas Meyer ,Wealth Managers from Marlton,NJ

Meyer Capital Group is an independent fee-only Registered Investment Advisor(RIA)and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior ......

Other Marlton, NJ Wealth Managers

Gardner Sherrill Wealth Managers from Bradenton,FL

Gardner Sherrill ,Wealth Managers from Bradenton,FL

Gardner Sherrill is a CERTIFIED FINANCIAL PLANNER professional with 18 years of experience in financial planning and wealth management. He works with business owners, independent women, and families ......

Other Bradenton, FL Wealth Managers

Ben Graham Wealth Managers from Punta Gorda,FL

Ben Graham ,Wealth Managers from Punta Gorda,FL

Specializing in all things retirement, Nico Miles Wealth Management brings world class resources to South West Florida. It was founded by Ben Graham, formerly of AG Edwards. The strength of Nico Mile......

Other Punta Gorda, FL Wealth Managers

George Kiraly, CFP, MBA Wealth Managers from Short Hills,NJ

George Kiraly, CFP, MBA ,Wealth Managers from Short Hills,NJ

LodeStar Advisory Group, LLC is an independent, "Fee-Only" Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals, using a comprehensive,......

Other Short Hills, NJ Wealth Managers

Vince DiLeva, MS, CFP, AIF Wealth Managers from Redondo Beach,CA

Vince DiLeva, MS, CFP, AIF ,Wealth Managers from Redondo Beach,CA

Successful wealth management is the result of an ongoing collaboration between investor and advisor, built upon trust and maintained according to the highest standards of integrity and expertise. The ......

Other Redondo Beach, CA Wealth Managers

Craig Adamson Wealth Managers from Marion,IA

Craig Adamson ,Wealth Managers from Marion,IA

We leverage our total independence to form a partnership with you. We offer no proprietary insurance or investments because we are not owned or affliated with an mutual fund or insurance company. We......

Other Marion, IA Wealth Managers

Alan McKnight Wealth Managers from Atlanta,GA

Alan McKnight  ,Wealth Managers from Atlanta,GA

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in north Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full-time money manag......

Other Atlanta, GA Wealth Managers

Matthew Sherman Wealth Managers from Arlington,TX

Matthew Sherman ,Wealth Managers from Arlington,TX

"Helping You Stay Happily Unemployed in Retirement". Full service financial/investment advisor focusing on retirement planning and income distribution.

Other Arlington, TX Wealth Managers

Steve Stanganelli, CFP, CRPC Wealth Managers from Wilmington,MA

Steve Stanganelli, CFP, CRPC ,Wealth Managers from Wilmington,MA

You have worked hard to attain your wealth. Now let us work hard to help you protect it. We focus on holistic planning to protect your wealth with proactive strategies to minimize taxes, investme......

Other Wilmington, MA Wealth Managers

McElroy, Bryant & Watkins Wealth Managers from Cornelius,NC

McElroy, Bryant & Watkins ,Wealth Managers from Cornelius,NC

At BMH Investment Group our goal is to help you, our
client, achieve financial freedom first by seeking to
understand your circumstances and your aspirations
the goals you have for......

Other Cornelius, NC Wealth Managers