What is 'Wealth Management'Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee. Clients work with a single wealth manager who coordinates input from financial experts and can include coordinating advice from the client's own attorney, accountants and insurance agent. Some wealth managers also provide banking services or advice on philanthropic activities.
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Ronald Luyo
Ronald Luyo is a wealth manager, tennis player and event planner living in New York City. Archives
April 2017
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