wealth management


A type of financial service that combines personal investments, tax planning strategies, estate planning and legal counsel. It is designed to provide a broad array of services within the confines of one office.

Use wealth management in a sentence

You should always strive to be great at wealth management so that you will know you are set up for the long term.

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I made an appointment to meet with my banks wealth management department, but I was not prepared for how exorbitant their fees were.

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The wealth management strategy employed by the financial adviser for his client was exceptionally excellent as the investments were diverse.

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Certified Asset Protection Analyst (CAPA) tax drag
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