Ask ten advisor's to define wealth management. Actually, ask ten "wealth managers" to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of Screaming Eagle Wealth Management, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. The below formula is our definition of Wealth Management.
Wealth Management = Investment Consulting + Advanced Planning + Relationship Management
( WM = IC + AP + RM )