Wealth management is a comprehensive financial advisory service that combines various financial services to address the unique needs of high-net-worth individuals and families. It involves the coordination of investment management, financial planning, tax optimization, estate planning, and retirement planning, among other financial strategies. Wealth management aims to grow and preserve wealth over the long term while aligning financial goals with the clients’ personal values and objectives. The service is typically provided by financial advisors or wealth managers who assess the client’s financial situation and tailor strategies to meet their specific requirements. This holistic approach distinguishes wealth management from traditional investment services by emphasizing a personalized, multifaceted strategy for achieving financial success.
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