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.”

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2017-12-13T20:07:21+00:00

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