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What does wealth management do?
Posted: Fri Aug 15, 2025 3:50 pm
by TheSmartInvestor
Wealth management helps an individual to increase, preserve, and control his or her wealth when it comes to financial planning, investments, tax management and estate planning. It is more concerned with building an effective plan to achieve the financial goals both for short term and long term purposes and to also build financial freedom.
Re: What does wealth management do?
Posted: Sat Aug 16, 2025 6:23 pm
by Peaktrader
They do research and carry out analysis to give their client a guideline on how to make better financial decisions.
Re: What does wealth management do?
Posted: Sat Aug 16, 2025 6:30 pm
by Tunde
The wealth manager does a great job in making your money work for you and they make sure it's in line with what you want your finances to look like .