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Private Wealth Management Overview 123

Written by True Tamplin

Reviewed by Subject Matter Experts

Updated on 2/2/2023, 2:30 AM

What Is Wealth Management?

Wealth management is a high-end investment advisory service that provides holistic financial planning and management services to wealthy clients.

Wealth managers use a collaborative approach to learn more about the unique circumstances of their customers and then create a personalized plan using a range of financial products and services.

Asset allocation will involve investments, tax preparation, estate planning, and other financial considerations.

The purpose of wealth management is to help clients achieve financial stability by increasing and safeguarding their assets.

Have a financial question? Click here.

True Tamplin is a published author, public speaker, CEO of UpDigital, and founder of Finance Strategists.

True is a Certified Educator in Personal Finance (CEPF®), author of The Handy Financial Ratios Guide, a member of the Society for Advancing Business Editing and Writing, contributes to his financial education site, Finance Strategists, and has spoken to various financial communities such as the CFA Institute, as well as university students like his Alma mater, Biola University, where he received a bachelor of science in business and data analytics.

To learn more about True, visit his personal website or view his author profiles on Amazon, Nasdaq and Forbes.


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