What is Investment Consulting?

What is Investment Consulting?

In the most recent blog post, we covered our definition of wealth management, which entails the following three components: WM (Wealth Management) = IC (Investment Consulting) + AP (Advanced Planning) + RM (Relationship Management) In this post, we’d like to cover the...
What is Wealth Management?

What is Wealth Management?

If you’re seeking financial advice and fall into what the industry considers “high net worth” – typically over $1 million in investable assets – you’ll often be steered towards wealth management. However, in many instances when you ask what wealth...