wealth advisor
Portfolio management professional
A wealth advisor is a financial professional who helps clients manage substantial assets—typically through investment strategy, tax planning, estate planning, and retirement preparation.
The term suggests more comprehensive service than a stockbroker or financial planner, often implying a long-term relationship with high-net-worth individuals: Our wealth advisor recommended restructuring the trust.
- financialRelating to money
- plannerAgenda for scheduling
- portfolioCollected works or assets
- asset allocationDistributing investments strategically
- retirementLeaving the workforce permanently
golden years · investments · trust · estate · estate planning · affluent · high net worth · clients · fees · fiduciary · broker · stocks · bonds · assets · nest egg · inheritance · money · guidance
wealth advisorcon artist
Professional fraud perpetrator
Bernie Madoff · scammer · fraudster · embezzler · swindler
wealth advisorbankruptcy attorney
Lawyer handling debt discharge
debt collector · liquidator · payday lender · spendthrift · profligate
wealth, advisor, wealthy, wealthier, wealthiest, wealthily, advise, advised, advising