Wealth Management Defined
If you ask ten investors or even ten “wealth managers” to define Wealth Management, you will likely receive ten very different answers. This is because Wealth Management encompasses so many different aspects of one’s financial life.
At Vespoke we define Wealth Management as:
A highly personal, comprehensive and consultative process whereby the wealth manager obtains relevant information pertaining to a client’s financial goals which they then use to create a custom tailored plan utilizing the appropriate financial products and services available to grow, protect, and disseminate one’s wealth in a tax-smart manner.