What is wealth management?
Going hand in hand with financial planning, wealth management is simply the science of protecting and growing your private wealth in order to enhance your financial situation. Particularly if you are on a high income, have inherited money, or recently sold a house or business, it is important that you immediately take steps to manage your finances. This allows you to make the most of what you have.
An effective wealth management plan should involve experienced financial advisors who understand your situation and specific goals, and who are able to deliver a comprehensive range of financial services and products that have been tailored to your needs.