Wealth management services provide professional financial and investment advice & information, accounting and tax advice and services, as well as legal and estate planning.
Wealth management is very similar to financial planning in that the process involves sorting out your finances and optimizing your financial position.
However, where wealth management services differ from financial planning services is that wealth management tends to be more hands on.
Wealth management services provide you with on-going solutions and supervision in order to guide you towards financial wealth.
Often, financial planners do offer wealth management services as part of the range of services they offer.
Check with your financial planner to see what they can offer you.
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