wealth manager
Portfolio oversight professional
A wealth manager is a financial professional who handles investments, tax planning, estate planning, and other money matters for affluent clients.
Unlike advisors who focus narrowly on stocks or retirement accounts, wealth managers take a comprehensive approach to a client's entire financial picture: Our wealth manager coordinates with our accountant and estate lawyer.
- financial advisorProfessional guiding monetary decisions
- portfolioCollected works or assets
- asset allocationDistributing investments strategically
- investmentsAssets bought for profit
- risk toleranceAcceptable level of uncertainty
estate planning · hedge fund · private banking · assets · fiduciary · fee structure · trust · trust fund · retirement · stocks · bonds · dividends · affluent · old money · inheritance · capital · brokerage · diversification
- advisorspolicy advisors, consultant, adviser, advisor, think tanks
- finance jobsaccountant, banker, broker, trader, auditor
- finance rolesaccountant, banker, broker, auditor, analyst
- Financial Advisersinvestment adviser, retirement planner, financial coach, investment consultant, fiduciary
- Financial Advisorsfinancial planner, financial consultant, financial advisor, investment advisor, CFP
- financiersfinancier, investor, banker, capitalist, backer
wealth managerdebt counselor
Professional helping with money owed
bankruptcy attorney · credit counselor · financial aid officer · payday lender · debt collector
wealth, manager, wealthy, wealthier, wealthiest, manage, manages, managed, managing