1 / 5

Wealth Management

What is wealth management and wealth managers?

5200
Download Presentation

Wealth Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Wealth Management Role Of Wealth Managers

  2. Who Are Wealth Managers? In Simple Terms,Wealth Managers offer advice tailored to your situation, they implement the plan for you from start to finish.

  3. What is Wealth Management? Wealth management is a consultative process. It involves consultations with affluent clients, discussions on their financial needs and goals.

  4. Steps In Financial Planning Know Your Financial Goals Know Your Financial Current Position Know Your Risks Know your Investments

  5. How Can Wealth Management Companies Help You ? Wealth Management Portland Oregonoffering a unique approach to develop a comprehensive financial plan that fits your unique situation. • Wealth management companies like LLWMG provides financial planning and investment advisory services nationwide from their independent headquarters in Portland, Oregon.

More Related