Wealth Management
Wealth management is an investment advisory discipline that involves financial planning, investment portfolio management and other financial services. Many types of people such as high net worth individuals, small business owners and families can utilize a financial advisor for wealth management.
Typically, wealth managers are Certified Financial Planners, like Rick Torrington of Edward Kennedy Mason, MBAs and CFA’s. Wealth managers will call upon their knowledge to help coordinate retail banking, estate planning, legal resources, tax planning, and investment management for clients looking to use wealth management services.
Clients using wealth management services can potentially benefit from:
- Reducing taxes associated with income, capital gains and estates.
- Protecting assets from misjudgments and creditors.
- Improving yields by diversifying.
- Reducing loses by diversification.
- Better managing liabilities such as mortgages and college tuitions.
Client Testimonials
Individual Financial Planning
More InformationEdward Kennedy Mason is a successful Florida financial planner that assists individuals and families interested in planning, growing, and saving for their future.
Financial Advisor Report
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Institutional Investment Management
More InformationEdward Kennedy Mason helps Institutions such as organizations, foundations, associations, and non-profits protect and grow their assets while mitigating their risks.
