Wealth management offers more complete financial planning than portfolio management. It includes comprehensive guidance on a client’s financial situation, including investment management, estate and tax planning, accounting, retirement planning and even legal guidance in some cases.

You spend your entire live trying to build wealth. You accumulate a pool of funds and investments that allows your children to go to college, enables your family to travel the world, and prepares you to finally retire with confidence.

But it’s not enough to save, socking money away and earning bare-minimum interest. You and your financial future are best served by managing your hard-earned dollars in a way that ensures every financial goal you have set becomes a financial reality


Finding a good wealth manager is important. More important is finding a good wealth manager who’s part of an incredible team of financial professionals. After all, wealth management is a comprehensive service. To get your money’s worth, your wealth manager should have a team of experienced and capable advisors well-versed in everything from financial and tax planning to retirement and estate planning.

With a strong team behind them, wealth managers can provide a comprehensive financial plan and get all aspects of your financial life aligned around a strategy for long-term success. The right wealth manager for you is out there. To find them, you’ve got to know what you’re looking for. This list should set you on the right track.

If you’re looking for an effective team of professionals to help you organize your finances, look no further. At Brave Switch and Young, we leverage our vast experience, in conjunction and a team of financial and legal professionals, to help you develop your Financial Fingerprint.

If you’re ready to talk, click the get started button on our home page to schedule a meeting with a member of our team – at your convenience.

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