Terms

Wealth Management

Wealth Management

Abbreviation
WM

Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services. Wealth management practices differ depending on the nation, such as if you are in the United States versus Canada.

Terms

Accounting
Retirement
Taxes

Mentioned by the Following

Entities

ANZ
ARS Investment Partners
Abacus Wealth Partners
Alex. Brown
Altaira Wealth Management
Ameriprise Financial
Amplius Wealth Advisors
Aureus Asset Management
B. Riley Financial
BNP Paribas
BNP Paribas S.A.
BTG Pactual
Baker Street Advisors
Bank of New York Mellon
Bankers Trust
Barclays Investment Bank
Beacon Pointe
Bendio AG
Berenberg Bank
Bespoke Investment Group
Bireme Capital
Bleakley Advisory Group
Bleakley Financial Group
BlockFi
Blue Ocean Global Wealth
Brouwer & Janachowski
CFRA Research
CLSA
Canadian Imperial Bank of Commerce
Canal Capital Management
CapWealth
Caracas Capital Markets
Carroll Financial
Carver Financial Services
Cassaday & Company, Inc.
Century Management Financial Advisors
Cetera Advisor Networks
Chang Holding Company
Chevy Chase Trust
Citigroup
Clan Capital
Clear Harbor Asset Management
Collins Investment Group
Columbia Bank
Commonwealth Financial Network
Cooke Financial Group
Coutts
Credit Suisse
Cresset Capital
D.K. Brede Investment Management
DECALIA
Dow Jones Newswires
EVOKE ARIS
East End Wealth Management
Eaton Vance Management
Edelman Financial Engines
Elevation Capital
Elm Partners
Ensemble Capital Management
Essential Investment Partners
Essex Investment Management
Evergreen Gavekal
Ezra Zask Research Advisors
FarmTogether
Fidelity Institutional Asset Management®
Fidelity International
First Republic
Flagship Harbor Advisors
Flossbach von Stoch Research Institute
Fulcrum Financial Group, LLC
Gluskin Sheff
Goldman Sachs Personal Financial Management
Groupe BPCE
Guardian Life
Gunderson Capital Management
HSBC
Hajek & Hajek CPA
Hayden Royal
Heritage Financial Services
HighVista Strategies
Hightower Advisors
Hightower Bethesda
Homrich Berg
Horton Point
IEQ Capital
Insight Investment
Investment Banking Institute
Investment Counsel Company
JK Investment Group
Jacques Financial LLC
Janney Montgomery Scott
Jefferies
John G. Ullman & Associates, Inc.
Kaplan Financial
Kayne Anderson Rudnick
Key Financial
Klingman & Associates
Kovitz
Laffer Tengler Investments
Lake Avenue Financial
MG&A Wealth
Manning & Napier
Mariposa Capital Management
Matterhorn Asset Management
McGee Wealth Management
Mercer Advisors
Montgomery Securities
Moran Wealth Management
Multi-Act EquiGlobe
NCA Financial Planners
National Institute for Cannabis Investors
Natixis
New Constructs
Nordea
Northern Trust Corporation
OpenInvest
Oppenheimer & Co.
PWL Capital
Parcion Private Wealth
Paul R. Ried Financial Group
Pence Wealth Management
Pictet Group
Pictet Wealth Management
Private Advisor Group
Professional Planning Group
Quintessential Capital Management
Raymond James Financial
Reynders, McVeigh Capital Management
Ritholtz Wealth Management
Riverwater Partners
Robertson Stephens
Rockefeller Capital Management
Royal Bank of Canada
SALT
SEI
SGL Investment Advisors
Sanctuary Wealth
Sand Hill Global Advisors
Satovsky Asset Management, LLC
Schroders
Segall Bryant & Hamill
Seymour Asset Management
Simone Zajac Wealth Management Group
Standard Chartered PLC
TIGER 21
TPW Investment Management
TSG Wealth Management
The Bensignor Group
The Fortune Teller
The Sharp Financial Group
The Vanguard Group
Tradition Asset Management
Treasury Partners
True North Advisors
Truist Financial
U.S. Bank
VWG Wealth Management
Vestrata
Wahdy Capital Management
Wateroak Advisors
Wealth Resources Group
Wedbush Securities
Wells Fargo
William Blair & Company
Wilmington Trust
Woodside Holdings Investment Management
XP Investments
myCIO Wealth Partners
oXYGen Financial

Entity Types

Bank
Family Offices
Financial Services
Investment Advisory

Industries

Financials

People

Abdulaziz Alnaim
Aaron Crowley
Aaron Dykas
Aaron Howe
Aaron Kennon
Aaron Kohn
Aaron Marks
Aaron Puckett
Aaron Romain
Adam Butler
Adam Carlin
Adam Epstein
Adam Goldstein
Al Besse
Alan Higgins
Alan Snyder
Alan Whitman
Alan Zafran
Alejandro Reyes
Alex Chalekian
Alex Williams
Ali Panahpour
Amanda Agati
Amir Mossanen
Andrew Campbell
Andrew Economos
Andrew Schultz
Andy Berg
Andy Burish
Andy Schwartz
Ariel Yusim
Arne Alsin
Arnold Van Den Berg
Ash Chopra
Atul Varma
Barbara Young
Barry Garber
Barry Glassman
Benjamin Halliburton
Bill Corbellini
Bill Greco
Bill King
Bill Stash
Bill Sullivan
Blair DuQuesnay
Bob Collins
Bob Froehlich
Bob Johnson
Bob Waldele
Bonner Barnes
Brent Morse
Brian Bennett
Brian Cooke
Brian Frank
Brian Hetherington
Brian Portnoy
Brian Strachan
Brian Werdesheim
Bruce Burrows
Bruce Munster
Buck Wiley III
Bud King
Carrie Schwab-Pomerantz
Cary Carbonaro
Cathie Wood
Charles Day
Charles Noble III
Charlie McKinney
Cheryl Young
Chris Aitken
Chris Cook
Chris Cooke
Chris Errico
Chris Johnson
Chris McHugh
Chris Olsen
Chris Pavese
Chris Selth
Chris Weafer
Christina Boyd
Christopher Joye
Christopher Swasbrook
Chuck Bean
Clarke Lemons
Colin Moore
Colleen Jaconetti
Colleen O’Callaghan
Cooper Abbott
Courtney Smith
Craig Chiate
Curtis Eustis
Dan O'Connell
Dan Schwartz
Dana Anspach
Dana Locniskar
Daniel Fries
Daniel Want
Daniel Zajac
Darrell Pennington
David Bieber
David Ellis III
David Hay
David Hou
David Hunter
David Krejca
David Kudla
David Lees
David Magrone
David Morgan
David Salem
David Singer
David Zornitsky
Dean Braun
Dean Trindle
Debra Brede
Dev Ashish
Devin Condron
Don d'Adesky
Drew Zager
Dwight Emanuelson
EB Tucker
Ed Moldaver
Edwin Choi
Eiad Asbahi
Elaine Meyers
Elliott Kugel
Emily Rubin
Eric Gray
Eric Parnell
Erik Conley
Erin Scannell
Evan Steinberg
Fahd Iqbal
Fotios Piniros
Frank Holmes
Frank Seminara
Frazer Rice
Fredrik Nerbrand
Gabriel Grego
Gary Brode
George Papadoyannis
George Peacock
Gerry Klingman
Ghislain Gouraige
Gilbert Van Hassel
Gillian Yu
Glen Strauss
Glenn Degenaars
Greg Heller
Greg Onken
Greg Smith
Gregg Fisher
Hank McLarty
Harald Malmgren
Harold Trischman
Hildy Richelson
Ira Kravitz
Ira Walker
JC Parets
Jacqueline Willens
Jakub Rehor
James Stack
Janet Brown
Jason Dworak
Jason Katz
Jason Snipe
Jason Stephens
Jay Canell
Jeff Colin
Jeff Erdmann
Jeff Fratarcangeli
Jeff Grinspoon
Jeff Kobernick
Jeff Leventhal
Jeff Price
Jeff Rose
Jeff Whitaker
Jeffrey Kleintop
Jeffrey Werdesheim
Jesse Bromberg
Jim Bantis
Jim Bell
Jim Detterick
Jim Dunn
Jim Hansberger
Jim McLaughlin
Jim Moriarity
Joe Duran
Joe Karas
Joe Martina
Johanna Walters
John Barrett
John Montgomery
John Nance
John Olson
John Shadden
Jon Goldstein
Jon Zeschin
Jonathan Beukelman
Jonathan Cohen
Jonathan DeYoe
Jonathan Murray
Jonathan Satovsky
Jordan Waxman
Joseph Jacques
Josh Gully
Josh Malkin
Judith McGee
Jurgen Muhlhauser
Keith Dicker
Keith Mericka
Ken Meister
Kent Kirby
Kent Pearce
Kerr Neilson
Kevin Caron
Kevin Kinzie
Kevin Myeroff
Kevin Peters
Kirk Spano
Kristina Hooper
Kristina Koutrakos
Laila Pence
Lance Gaitan
Lee Freeman-Shor
Lee Robertson
Leigh Cohen
Leo Stevenson
Liz Ann Sonders
Lori Van Dusen
Louis Barajas
Louis Chiavacci
Louis-Vincent Gave
Louise Gunderson
Maitha Al Shamsi
Mal Makin
Maleeha Bengali
Marcos Douer
Marcus Bogdan
Margaret Starner
Maria Bruno
Marie Dzanis
Mario Gabelli
Mark Binder
Mark Cortazzo
Mark Curtis
Mark Douglass
Mark Fendrick
Mark Grant
Mark Moore
Mark Schulten
Mark Sear
Mark Smith
Mark Steinberg
Mark Thorndyke
Mark Versey
Markus Heitkoetter
Martin Halbfinger
Marty Fridson
Marvin McIntyre
Mary Deatherage
Mary Mullin
Matt Dillig
Matthew Waz
Max Peckler
Mel Lindauer
Melissa Corrado-Harrison
Micah Wakefield
Michael Kanigher
Michael Corcelli
Michael Finke
Michael Glennon
Michael Hajek III
Michael Kantrowitz
Michael Kao
Michael Kramer
Michael Poppo
Michael Sonnenfeldt
Michelle Seitz
Mike Abrams
Mike Hennessy
Mike Heroux
Mike Klein
Mike Matthews
Mike O'Grady
Mike Philbrick
Mike Ricca
Mike Williams
Mike Wilson
Milind Mehere
Mohamed Eldawy
Monika Zahler
Morgan Paxhia
Moss Crosby
Nadine Wong
Nancy Tengler
Neal Frankle
Neil Canell
Neil Gilliss
Nestor Vicknair
Nick Colas
Nick Kavallieratos
Noel Weil
Nuno de Sousa
PJ Schwarz
Pamela Rosenau
Patrick Ceresna
Patti Brennan
Paul Pagnato
Paul Ried
Paul Tramontano
Perry Chappell
Peter Atwater
Peter Bermont
Peter Churchouse
Peter Rohr
Peter Rukeyser
Phil Hartl
Philip Fischer
Phillip Toews
Raj Bhatia
Raj Pathak
Randy Carver
Randy Conner
Randy Garcia
Randy Swan
Ray Blanco
Rebecca Rothstein
Reza Zafari
Rich Abrams
Rich Petit
Rich Pluta
Richard Saperstein
Richard Hamm
Richard Jones
Richard Zinman
Rip Hale
Rita Cheng
Rob Bertino Jr.
Rob Clarfeld
Rob Metcalf
Rob Mooney
Rob Sechan II
Rob Shafir
Rob Siracusano
Robert Breedlove
Robert Skinner II
Rodrigo Gordillo
Roger Montgomery
Roger Wacker
Ron Carson
Ron Hughes
Ron Stenger
Ron Vinder
Roy DeCaro
Russel Kinnel
Ryan Morris
Ryan Sprowls
Sallie Krawcheck
Sam Volkering
Sarat Sethi
Scott Siegel
Scott Magnesen
Scott Stackman
Scott Tiras
Scott Wilson
Sean Dillon
Sean Stannard-Stockton
Sean Yu
Seth Bernstein
Shalin Madan
Shane Brisbin
Shane Oliver
Shannon Eusey
Sharon Oberlander
Shawn Allen
Shawn Fowler
Shawn Rubin
Shundrawn Thomas
Simon Dixon
Simon Ree
Sonny Kothari
Spuds Powell
Stephen Janachowski
Stephen Leeb
Stephen Perry
Stephen Weiss
Steve Blumenthal
Steve Braverman
Steve Hawkins
Steve Hollomon
Steve Johnson
Steve Schultz
Susan Kaplan
Susan Williams
Ted Davis
Ted Jenkin
Ted Siedle
Ted Snow
Tegan Kline
Terri Jacobsen
Terry Cook
Thomas Hugger
Thomas Hutson-Wiley
Thomas Sullivan
Tim Emanuels
Tim Pagliara
Tim Price
Todd Battaglia
Todd Silaika
Tom Bruni
Tom Florence
Tom Frame
Tom Moran
Tom Vacheron
Tommy McBride
Toni Turner
Trevor Neil
Valerie Houts
Van Tharp
Victor Haghani
Victor Livingstone
Vijay Marolia
Vikram Mansharamani
Wally Obermeyer

Publications

Adaptive Asset Allocation
Discover the Wealth Within You
How We Trade Options
Investment Moats
Living Rich
Logical Investing
Make Yourself a Millionaire
Massey on Money
Meb Faber Research
Modern Asset Allocation for Wealth Management
Quick-turn Marketing
The Babylon Course in Financial Success For Those Who Desire Much Gold
The Big Book of Wealth Creation
The Buffettology Workbook
The Financial Advisor to Building Wealth
The Money Map Method
The Science of Being Great
The Science of Getting Rich
The Total Money Makeover
Think and Grow Rich And The Richest Man in Babylon
Wealth, Actually
You're Fifty - Now What?
You're Retired...Now What?

Abdulaziz Alnaim

Aaron Crowley

Aaron Dykas

Aaron Howe

Aaron Kennon

Aaron Kohn

Aaron Marks

Aaron Puckett

Aaron Romain

Adam Butler

Adam Carlin

Adam Epstein

Adam Goldstein

Al Besse

Alan Higgins

Alan Snyder

Alan Whitman

Alan Zafran

Alejandro Reyes

Alex Chalekian

Alex Williams

Ali Panahpour

Amanda Agati

Amir Mossanen

Andrew Campbell

Andrew Economos

Andrew Schultz

Andy Berg

Andy Burish

Andy Schwartz

Ariel Yusim

Arne Alsin

Arnold Van Den Berg

Ash Chopra

Atul Varma

Barbara Young

Barry Garber

Barry Glassman

Benjamin Halliburton

Bill Corbellini

Bill Greco

Bill King

Bill Stash

Bill Sullivan

Blair DuQuesnay

Bob Collins

Bob Froehlich

Bob Johnson

Bob Waldele

Bonner Barnes

Brent Morse

Brian Bennett

Brian Cooke

Brian Frank

Brian Hetherington

Brian Portnoy

Brian Strachan

Brian Werdesheim

Bruce Burrows

Bruce Munster

Buck Wiley III

Bud King

Carrie Schwab-Pomerantz

Cary Carbonaro

Cathie Wood

Charles Day

Charles Noble III

Charlie McKinney

Cheryl Young

Chris Aitken

Chris Cook

Chris Cooke

Chris Errico

Chris Johnson

Chris McHugh

Chris Olsen

Chris Pavese

Chris Selth

Chris Weafer

Christina Boyd

Christopher Joye

Christopher Swasbrook

Chuck Bean

Clarke Lemons

Colin Moore

Colleen Jaconetti

Colleen O’Callaghan

Cooper Abbott

Courtney Smith

Craig Chiate

Curtis Eustis

Dan O'Connell

Dan Schwartz

Dana Anspach

Dana Locniskar

Daniel Fries

Daniel Want

Daniel Zajac

Darrell Pennington

David Bieber

David Ellis III

David Hay

David Hou

David Hunter

David Krejca

David Kudla

David Lees

David Magrone

David Morgan

David Salem

David Singer

David Zornitsky

Dean Braun

Dean Trindle

Debra Brede

Dev Ashish

Devin Condron

Don d'Adesky

Drew Zager

Dwight Emanuelson

EB Tucker

Ed Moldaver

Edwin Choi

Eiad Asbahi

Elaine Meyers

Elliott Kugel

Emily Rubin

Eric Gray

Eric Parnell

Erik Conley

Erin Scannell

Evan Steinberg

Fahd Iqbal

Fotios Piniros

Frank Holmes

Frank Seminara

Frazer Rice

Fredrik Nerbrand

Gabriel Grego

Gary Brode

George Papadoyannis

George Peacock

Gerry Klingman

Ghislain Gouraige

Gilbert Van Hassel

Gillian Yu

Glen Strauss

Glenn Degenaars

Greg Heller

Greg Onken

Greg Smith

Gregg Fisher

Hank McLarty

Harald Malmgren

Harold Trischman

Hildy Richelson

Ira Kravitz

Ira Walker

JC Parets

Jacqueline Willens

Jakub Rehor

James Stack

Janet Brown

Jason Dworak

Jason Katz

Jason Snipe

Jason Stephens

Jay Canell

Jeff Colin

Jeff Erdmann

Jeff Fratarcangeli

Jeff Grinspoon

Jeff Kobernick

Jeff Leventhal

Jeff Price

Jeff Rose

Jeff Whitaker

Jeffrey Kleintop

Jeffrey Werdesheim

Jesse Bromberg

Jim Bantis

Jim Bell

Jim Detterick

Jim Dunn

Jim Hansberger

Jim McLaughlin

Jim Moriarity

Joe Duran

Joe Karas

Joe Martina

Johanna Walters

John Barrett

John Montgomery

John Nance

John Olson

John Shadden

Jon Goldstein

Jon Zeschin

Jonathan Beukelman

Jonathan Cohen

Jonathan DeYoe

Jonathan Murray

Jonathan Satovsky

Jordan Waxman

Joseph Jacques

Josh Gully

Josh Malkin

Judith McGee

Jurgen Muhlhauser

Keith Dicker

Keith Mericka

Ken Meister

Kent Kirby

Kent Pearce

Kerr Neilson

Kevin Caron

Kevin Kinzie

Kevin Myeroff

Kevin Peters

Kirk Spano

Kristina Hooper

Kristina Koutrakos

Laila Pence

Lance Gaitan

Lee Freeman-Shor

Lee Robertson

Leigh Cohen

Leo Stevenson

Liz Ann Sonders

Lori Van Dusen

Louis Barajas

Louis Chiavacci

Louis-Vincent Gave

Louise Gunderson

Maitha Al Shamsi

Mal Makin

Maleeha Bengali

Marcos Douer

Marcus Bogdan

Margaret Starner

Maria Bruno

Marie Dzanis

Mario Gabelli

Mark Binder

Mark Cortazzo

Mark Curtis

Mark Douglass

Mark Fendrick

Mark Grant

Mark Moore

Mark Schulten

Mark Sear

Mark Smith

Mark Steinberg

Mark Thorndyke

Mark Versey

Markus Heitkoetter

Martin Halbfinger

Marty Fridson

Marvin McIntyre

Mary Deatherage

Mary Mullin

Matt Dillig

Matthew Waz

Max Peckler

Mel Lindauer

Melissa Corrado-Harrison

Micah Wakefield

Michael Kanigher

Michael Corcelli

Michael Finke

Michael Glennon

Michael Hajek III

Michael Kantrowitz

Michael Kao

Michael Kramer

Michael Poppo

Michael Sonnenfeldt

Michelle Seitz

Mike Abrams

Mike Hennessy

Mike Heroux

Mike Klein

Mike Matthews

Mike O'Grady

Mike Philbrick

Mike Ricca

Mike Williams

Mike Wilson

Milind Mehere

Mohamed Eldawy

Monika Zahler

Morgan Paxhia

Moss Crosby

Nadine Wong

Nancy Tengler

Neal Frankle

Neil Canell

Neil Gilliss

Nestor Vicknair

Nick Colas

Nick Kavallieratos

Noel Weil

Nuno de Sousa

PJ Schwarz

Pamela Rosenau

Patrick Ceresna

Patti Brennan

Paul Pagnato

Paul Ried

Paul Tramontano

Perry Chappell

Peter Atwater

Peter Bermont

Peter Churchouse

Peter Rohr

Peter Rukeyser

Phil Hartl

Philip Fischer

Phillip Toews

Raj Bhatia

Raj Pathak

Randy Carver

Randy Conner

Randy Garcia

Randy Swan

Ray Blanco

Rebecca Rothstein

Reza Zafari

Rich Abrams

Rich Petit

Rich Pluta

Richard Saperstein

Richard Hamm

Richard Jones

Richard Zinman

Rip Hale

Rita Cheng

Rob Bertino Jr.

Rob Clarfeld

Rob Metcalf

Rob Mooney

Rob Sechan II

Rob Shafir

Rob Siracusano

Robert Breedlove

Robert Skinner II

Rodrigo Gordillo

Roger Montgomery

Roger Wacker

Ron Carson

Ron Hughes

Ron Stenger

Ron Vinder

Roy DeCaro

Russel Kinnel

Ryan Morris

Ryan Sprowls

Sallie Krawcheck

Sam Volkering

Sarat Sethi

Scott Siegel

Scott Magnesen

Scott Stackman

Scott Tiras

Scott Wilson

Sean Dillon

Sean Stannard-Stockton

Sean Yu

Seth Bernstein

Shalin Madan

Shane Brisbin

Shane Oliver

Shannon Eusey

Sharon Oberlander

Shawn Allen

Shawn Fowler

Shawn Rubin

Shundrawn Thomas

Simon Dixon

Simon Ree

Sonny Kothari

Spuds Powell

Stephen Janachowski

Stephen Leeb

Stephen Perry

Stephen Weiss

Steve Blumenthal

Steve Braverman

Steve Hawkins

Steve Hollomon

Steve Johnson

Steve Schultz

Susan Kaplan

Susan Williams

Ted Davis

Ted Jenkin

Ted Siedle

Ted Snow

Tegan Kline

Terri Jacobsen

Terry Cook

Thomas Hugger

Thomas Hutson-Wiley

Thomas Sullivan

Tim Emanuels

Tim Pagliara

Tim Price

Todd Battaglia

Todd Silaika

Tom Bruni

Tom Florence

Tom Frame

Tom Moran

Tom Vacheron

Tommy McBride

Toni Turner

Trevor Neil

Valerie Houts

Van Tharp

Victor Haghani

Victor Livingstone

Vijay Marolia

Vikram Mansharamani

Wally Obermeyer