What is Wealth Management?

Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

What's the difference between wealth management and financial planning?

Wealth management is a broad term that usually includes financial planning. Financial planning usually refers to guidance in which a financial professional helps you identify your goals and works with you to design a clear path forward. Wealth management is broader and may include this and other services.

How can I protect my wealth?

There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.

What does it mean to be a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional?

The CERTIFIED FINANCIAL PLANNER™ certification is globally recognized and granted after completing a rigorous course of study and passing a comprehensive exam on financial planning. CFP® professionals must adhere to a rigid code of ethics in order to remain certified. (Learn more at