A financial professional who builds personalized investment, tax, and estate plans for affluent clients.
What wealth managers do
Wealth managers serve high-net-worth individuals and families. They coordinate portfolios, tax strategy, retirement, estate plans, insurance, and philanthropy. They quarterback teams of attorneys, accountants, and trust officers to execute multi-generation plans.
Training path
Most US wealth managers hold bachelor’s degrees in finance, accounting, or economics. The Certified Financial Planner designation is the leading planning credential; many also hold the CFA charter for investment expertise. Family office leaders often have additional law or tax training.
Settings
Wealth managers work at private banks, wirehouses such as Morgan Stanley and UBS, registered investment advisors, multi-family offices, single-family offices, and trust companies. Independent advisors often grow their own firms.
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