Wealth Managers works towards creating financial solutions for their clients.  The solutions usually include not only investment strategy but tax planning, estate planning, retirement planning, education funding solutions and risk management.  The goal is to create a comprehensive road map that considers all facets of an individual’s or a family’s wealth creation and wealth preservation objectives.

Do I need to be wealthy to employ a Wealth Manager?

No, you do not need to be seriously wealthy to hire a Wealth Manager, you just need to be serious about your wealth.