Tag: Wealth manager
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Wealth Management vs Financial Advisor
A wealth management team generally includes attorneys, CPAs, CFPs, and CFAs. The team provides legal services (trust and estate planning), accounting services (tax preparation and planning), and investment management, while financial advisors limit themselves to investment management services. Wealth management fees are typically higher than financial advisor fees because of the included legal and accounting…
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- Estate Planning (2)
- Insurance and Risk Management (3)
- Investing (17)
- Retirement (2)
- Wealth Management (2)
