long-range wealth management plan

True Wealth Management: Your Next Steps

November 16, 2013

This post wraps up our blog series “Intelligent Investing: Five Key Concepts for Financial Success.” Today, we look at the attributes of a true wealth manager. We’ll also discuss in detail the consultative approach that’s at the heart of a wealth management approach.   

As we discussed at the beginning of this guide, taking a comprehensive approach to achieving all your financial dreams requires wealth management. This means more than just taking care of your investments. It also means addressing your advanced planning needs, including wealth enhancement, wealth transfer, wealth protection and charitable giving. (more…)