|Jacoline Loewen, Business Development for Wealth Management|
Forrbes magazine had a good article asking the question:
What is wealth management?
Wealth management is very straightforward. From the affluent individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to an affluent client in a consultative way.