Wealth Manager Advisor - Roles & Activities


Pensionwealth

Uploaded on Oct 15, 2021

The role of a wealth management advisor involves combining multiple financial disciplines such as financial planning, accounting, tax planning, and investment advice with legal and estate planning to manage the wealth of affluent clients.

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Wealth Manager Advisor - Roles & Activities

Wealth Manager Advisor - Roles & Activities Our Approach Pension Wealth is dedicated to providing our clients with service that is as personal as possible and based on integrity and expertise reflective of the firm's core values and ethics. To know more about estate planning trusts. Our Services Wealth Management Institutional Investors Emerging Wealth Wealth Management With sophisticated wealth management solutions and expertise in guiding generational wealth transitions, we offer sophisticated wealth management services to wealthy individuals and families. Institutional Investors Our experience in managing endowment, foundation, and retirement plans enables us to work effectively with boards. Emerging Wealth Our team of financial experts offers income-to- wealth solutions to clients in their early career accumulation phase. Why Us Our firm provides full-service wealth management ● Experience and advisory services. We are led by highly experienced advisors who focus on the client's goals. In addition to a global look at ● Expertise macroeconomic themes and opportunities, our experienced global investment managers have over 90 years of combined experience. ● Custody& Transparency and high fiduciary standards are Security hallmarks of the advice and services we deliver. Our solutions Portfolio Analysis, Allocation Analysis, ● Estate Planning Time horizon segment,Strategy Screening, ● Retirement Planning ● Wealth Forecasting Risk Assesment, ● Investment Management Insurable risk, ● Risk Management Uninsureable risk ● Special Situations CONTACT US Pension & Wealth Management Advisors 800 South Street Suite 160 Waltham, MA 02453 Phone: +17813980077 Email: [email protected] Website - https://pensionwealth.com/ Follow us: Twitter Facebook Instagram Social