wealth manager
A wealth manager is a financial professional who helps individuals and families manage their investments and financial planning. They provide personalized advice on various aspects of finance, including investment strategies, retirement planning, and tax optimization. Wealth managers often work with high-net-worth clients to grow and protect their wealth over time.
These professionals typically assess a client's financial situation, goals, and risk tolerance to create a tailored investment portfolio. They may also offer services such as estate planning and philanthropic advice to ensure that clients' financial legacies align with their values and objectives.