Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for one fee.

Wealth management is a comprehensive service combining financial advice, tax services, retirement planning, and legal planning for one fee.

What is wealth management as a service? Wealth management as a service offers professional financial planning, investment management, and other services to clients through a digital or subscription model.

What is wealth management in financial management? Wealth management is a professional service that provides comprehensive financial planning, investment management, and other financial services to high-net-worth individuals.

Is wealth management an investment management? Yes, wealth management includes investment management but also covers broader financial services like estate planning, tax advice, and retirement planning.

Personal Capital, Wealthfront

Wealth management combines various financial services, offering comprehensive support for clients.

Wealth management combines financial services to provide comprehensive support for clients.