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What is wealth management and why is it important?
Wealth management is essentially the practice of chalking out an individual’s financial standing and goals. It is a detailed study and understanding of financial strengths and weaknesses, to segregate the finances and gain maximum financial security or benefits.
A further defining quality of an experienced financial advisor is that it is delivered in a consultative manner. By being consultative, wealth managers are truly client-centered. A good financial advisor meets a client without any presupposition about what financial products or services are appropriate for that affluent individual.
Wealth management entails coordinating a team of experts to address the needs and wants of affluent and mass affluent clients.
Here are the services that usually fall under the umbrella of wealth management:
- Financial planning
- Investment management
- Philanthropy advice
- Legal exposure planning
- Estate planning
- Tax optimization
- Retirement planning
Plan & Live Your Best Life, Now and In Retirement
Through the best of economic times and the most jarring stock market corrections, our focus is on helping you find your best solutions for living a great life today and enjoying a worry-free retirement. We do this as your seasoned financial advisor by taking the time to understand your individual needs, using a tailored approach for developing and implementing a plan to make your goals a reality.
Steven W. Fenyves, CFP®, CFS
President & Founder
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If you are looking for a Boca Raton, FL “Financial Advisor Near Me” you can’t do any better than Valued Wealth Management.