Managing your own finances requires more than just balancing a budget; it means planning for retirement, choosing the right investments, and knowing how to grow your wealth over time. For privately wealthy individuals, it also means tax planning, charitable giving planning, and planning for one’s estate and beneficiaries in addition to exploring strategies to maximize wealth. At Top Investment Solutions, we provide wealth management services that are designed to help you meet your financial goals. Reach out to our team today to learn more.
Primarily intended for privately wealthy and high-net-worth individuals and families, private wealth management is an investment advisory practice that incorporates a variety of financial tools and planning techniques for the purpose of enhancing the client’s financial situation and portfolio. Examples of services that private wealth managers may provide include estate management and planning, tax planning and mitigation, philanthropic giving planning, and investment management.
Private wealth managers come in many different forms. Large banks and brokerage houses may provide private wealth management services, as may smaller financial firms, portfolio managers, and independent financial advisors. The type of private wealth manager that you choose should be based on the specifics of what you’re looking for and the expertise and experience offered by the financial professional. It’s important to consider the full suite of services that the individual/firm provides, certifications and professional licenses, and fee structures.
Working with a private wealth manager when thinking about your financial future is important. Whether you have recently acquired wealth or have inherited generational wealth, knowing how to manage and protect your assets is important for your future and the future of your dependents and generations to come. A private wealth manager can help you by:
To learn more about the wealth management services we offer and why working with a wealth management professional is important for your future, call Top Investment Solutions today. Our professionals are ready to sit down with you and create a customized strategy based on your goals and your current financial portfolio. Reach out to us by phone or online to get started.
This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should discuss their specific situation with their financial professional.
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