Wealth management refers to the management of accounts, portfolios, investments, tax obligations, estates, and more. Managing your money and assets can be tricky, but a good wealth manager can help guide you. The aim of effective wealth management is to help you achieve financial security and grow your wealth over time.

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A wealth manager is a qualified financial expert who gives tailored advice to help manage your money. Their goal is to support you in growing and protecting your wealth in the long run.