ICYDK

• The advisor utilizes many financial disciplines. They are estate or legal planning, tax services, investment advice, retirement planning, financial, accounting and, managing their client's wealth... Wealth management deals with the branch of financial services that have investment need to the clients. It is considered as the special advisory service that caters to investment management. It is the consultative process that may involve affluent clients, financial discussion on their goals and needs. Their consultative process may also increase wealth management tax strategies.