Introduction

The wealth management needs of many people are fairly straightforward – or at least start that way. Yet there are a range of more complex financial needs that drive wealthy individuals to seek broader support. Helping them find the right providers was one of the primary reasons findaWEALTHMANAGER.com was founded.


In this guide you will learn

 Which common scenarios drive wealthy individuals to seek broader, deeper advice

 What kinds of services wealth managers offer to meet more complex needs

 The types of institution which service these needs, and which additional help might be required