Wealth management services cater to affluent individuals ... CFP professionals are bound to a fiduciary standard, meaning they are required to put the interests of their clients first at all ...

Wealth management generally refers to financial ... that does not meet the Securities and Exchange Commission (SEC) definition of an accredited investor, which means they have less than $200,000 ...

Strategic wealth management is about creating a financial ... Your overall goal is financial success, based on your personal definition of what this means to you. Strategic wealth planning aims ...