Managing your wealth is about more than just growing your assets—it’s about protecting what you’ve worked hard for. Richard P. Bertolino Jr. Insurance Agency is perfect at helping you navigate through this journey, offering personalized solutions to safeguard your financial future.
Their team takes the time to understand your unique financial goals and provides tailored strategies that fit your needs. With their expert guidance, you can feel confident knowing you’re making the right choices to protect and grow your wealth for years to come.
Contact us now at 978.423.8995 to get started. We can always help you over the phone, but we encourage you to set up a personal consultation with us. This way, we can answer any questions you have, and no details will go overlooked.
What Is Wealth Management
Wealth management is an investment advisory service that uses financial services to address the needs of affluent clients.
Using a consultative process, the advisor gleans information about a client’s wants and specific situation. They then tailor a personalized strategy that uses a range of financial products and services to help the client achieve their goals.
Wealth management often takes a comprehensive approach. That is, to meet the complex needs of an affluent client, a broad range of services—such as money management, financial planning, investment advice, estate planning, accounting, life insurance, retirement, and tax services—may be provided.
While fee structures vary across comprehensive wealth management services, typically, fees are based on a client’s assets under management (AUM).
KEY TAKEAWAYS
- Wealth management is a financial service that addresses the full complement of the needs of affluent clients.
- An advisor in this field is a high-level financial professional who manages an affluent client’s wealth holistically.
- Fees can vary according to the services provided, but normally there is a set fee based on AUM.
- This service is usually appropriate for wealthy individuals with a broad array of diverse needs.
- Services can include estate planning, accounting, retirement planning, tax planning and more
