Wealth management is more than just investment advice, it can encompass all parts of a person’s financial life. Instead of attempting to integrate pieces of advice and various products from multiple professionals, high-net-worth individuals are more likely to benefit from a holistic approach.

In this method, a single manager coordinates all services needed to manage their money and plan for their own or their family’s current and future needs. At SEARS Accountants, our partner companies can help you with wealth management. You can simply tell us the services you want, and we will allocate specialists who can assist with financial advice and wealth management.