wealth advisors
Financial planning professionals
Wealth advisors are financial professionals who help affluent clients manage their money, investments, and estate planning.
The term is essentially a rebranding of financial advisor or financial planner, suggesting a more comprehensive or upscale service: Their wealth advisor recommended diversifying into real estate.
The plural form often appears in firm names.
- high net worthPossessing considerable financial assets
- tax deductionsAmounts reducing taxable income
- willsLegal inheritance documents
- budgetingAllocating funds systematically
- trustsBelieves in reliability
retirement planning · golden years · cash flow analysis · power of attorney · charitable giving · asset allocation · tax credits · insurance policies · succession planning · mutual funds · estate plan · liability coverage · legacy planning · capital gains tax · debt management · rainy day fund · nest egg · tax shelters
wealth advisorscon artists
People who cheat others
scammers · fraudsters · Bernie Madoff · swindlers · charlatans
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