What is WMAS

Wealth Management Advisory is the practice of creating investment products/services and management of a clients portfolio to meet their needs.

It is a consultative process whereby the advisor gathers information about the client's wants and tailors a bespoke strategy utilizing appropriate financial products and services.

Wealth management is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is that rather than trying to integrate pieces of advice and various products from a series of professionals, high net worth individuals benefit from a holistic approach in which a single manager coordinates all the services needed to manage their money and plan for their own or their family's current and future needs.

The term advisory management refers to the provision of professional, personalized investment guidance. Advisory management services allow private individuals to consult with investment professionals before making changes to their portfolios.

Comprehensive Wealth Management Process