WEALTH MANAGEMENT
Wealth management is a service that combines financial and investment advice, accounting, tax services, and legal planning.
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Wealth management is the professional service of managing a client’s financial portfolio, which includes investments, taxes, estate planning, and other financial needs. In trading, wealth management focuses on creating personalized strategies to help clients grow and protect their wealth over time. Traders working in wealth management advise on asset allocation, risk management, and long-term investing. Wealth management services are crucial for high-net-worth individuals seeking to optimize returns while minimizing risks and taxes.