Wealth management professionals provide comprehensive advice and a broad range of investment products and services to satisfy the complex needs of both individuals and high-net-worth investors. Wealth management combines financial/investment advice, accounting/tax services, legal/estate planning, and many firms also specialize in insurance. Wealth management primarily focuses on providing financial advising for an individual's overall lifestyle. Many large firms have wealth management groups, along with regional firms that specialize in wealth management.

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Resources:

• CFP Exam

• MSU Financial Planning and Wealth Management Program