Wealth management isn’t about just getting investment advice. A wealth management advisor will oversee the types of financial services you may need to manage your money. These may include insurance options, trust management, estate planning, and more.
The goal of a wealth management advisor is to maintain and increase an individual’s wealth. They’ll work with you to create a plan that focuses on the specific goals you have for your finances, and these goals will be revisited regularly, with your wealth management advisor evolving new plans as time goes on.
You’ll be able to rest easy knowing your assets are being looked after, and carry on without this stress on your shoulders.
Future posts will provide advice tailored to a judicial career. Watch this space.