For a lot of high net worth individuals, business owners, and families, hiring the services of a wealth manager is a critical step in the safekeeping, management, and enhancement of their financial portfolio. In its most basic definition, wealth management is a service provided by a licensed or certified professional trained in the area of finance and/or investment. The job of a wealth manager is to provide the client with inputs about the financial services that he or she may need in order to meet their financial or investment goals.
In other words, a wealth manager isn’t an investment strategist per se; but rather, an advisor or consultant that can put together a team of financial experts to address the client’s specific needs. Where a high net worth individual or business owner may have a need to diversify their investment portfolio, or need help with taxes, accounting, or estate planning, the wealth manager will be the one to coordinate with the professionals that specialize in those fields. The client will no longer have to be the one to find the appropriate professional assistance, because the wealth manager can do that for them.
The above is but a brief overview of what you can expect from this site.
For readers who wish to learn more about wealth management, this site is for you. Financial expert and wealth manager Grace Jackson will be providing information about this and other financial topics like credit risk and investments, as well as posts related to leadership.
If there is anything you wish to ask about the topics covered here, please feel free to contact Grace Jackson at your convenience. Let this page be your definitive resource for all things wealth management and financial services.
To learn more about Ms. Jackson, please visit the About page on this site.