Wealth management is a comprehensive advisory service that combines financial planning, investment portfolio management, and a range of aggregated financial services tailored to high-net-worth individuals, families, and institutions. It focuses on preserving and growing wealth by considering a client's entire financial picture, including investments, retirement planning, estate planning, tax optimization, and charitable giving. A wealth manager acts as a trusted advisor, working to understand the client's goals, risk tolerance, and time horizon to create a personalized strategy designed to achieve long-term financial success and security.
