Whether you have $250,000 or more to invest, a wealth manager can provide services that help you achieve your financial goals and preserve your legacy. They are typically a better fit than financial planners or investment advisors, which offer lower-level advice.

Wealth management is a highly customized level of financial planning and investment services for clients with substantial assets. A wealth manager can provide advice on a wide range of financial issues, including estate planning, cash-flow forecasting, asset allocation and risk management. A wealth manager can also help you navigate significant life events that create sudden influxes of wealth, such as a business sale, inheritance or stock options.

Wealth Management: Comprehensive Solutions for Asset Growth

How a client’s wealth is managed depends on many factors, including their risk tolerance and time horizon, as well as their current and anticipated income needs. A wealth manager can design investment strategies that meet these needs, incorporating alternative investments like private equity and real estate into their portfolios. They can also provide regular rebalancing to keep their clients’ portfolios in line with their goals.

Whether US or global, market performance depends on several variables, including inflation and interest rates, tariffs and trade disputes, geopolitics and global growth. The upcoming elections in the US could have major impacts on financial markets, as can any policies enacted by a new administration.