Is Financial Planning Different than Wealth Management?

The biggest difference between financial planning and wealth management is complexity. The financial planning process should take place in your earlier years. Financial planning helps you establish a plan to meet your long-term financial goals. Managing wealth adds another layer to that initial planning. A wealth manager should take it a step further by going over tax strategies with you and guiding you as to how to better invest the money you have saved over the course of your career.

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Casey Smith
President, Wiser Wealth Management

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By Published On: February 3, 2023

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