Michael Chamberlain, a contributor to Forbes, says “Wealth management is the utilization of processes, services and products designed to grow, protect, utilize and disseminate one’s wealth.”
Chamberlain also breaks down this sometimes vague definition of wealth into 3 groups. Which category do you fall under? To find out, read the full article on our website!
To find out more about how our firm can help you with wealth management, read more about the services we offer!
No matter what your level of wealth is, it would be worthwhile to sit down with a financial planner and determine a plan to grow, protect, and utilize your wealth before, and after retirement!
At Imber Wealth Advisors, we know that wealth management can be complicated. We want to help you balance your money and your life, so you can have the retirement you’ve always wanted! Our team treats you like family, and we will get to know you personally as we help you plan for retirement. To learn more, contact us today!