Wealth management is a high-level professional investment-advisory discipline services which incorporates financial planning, investment portfolio management and a number of aggregated financial services 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 mediator. Some wealth managers also provide banking services or advice on philanthropic activities.
ADP provides only High-net-worth individuals (HNWLs) wealth management services to its qualified clients.
The wealth management is one of the very important and intricate field and need for proper knowledge and wide experience is vital, please Download ADP Wealth management Guide for more information.