Today’s $$ ‘Word’: Wealth Management.
Wealth Management: This is kind of a one-stop-shopping financial services deal: you can get help with your taxes, investments, and estate planning all under one roof. For a fee, of course, usually a percentage of the value of the assets they are managing. Keep in mind, there is usually a minimum to get this service, which can be six figures. That’s why they call it “wealth management” and not just “money management.”