English to Italian Bus/Financial Finance (general)

A wealth manager is a subset of financial advisor that primarily offers high-net-worth and ultra-high-net-worth clients wealth management services. But a wealth manager’s role is far more comprehensive than just offering investment advice. They focus on a holistic suite of services that encompasses all parts of a person’s financial life. This can include investment management and financial planning, as well as accounting and tax services, retirement planning and estate planning. SmartAsset’s free tool can help you find a financial advisor who serves your area.
https://smartasset.com/investing/what-is-a-wealth-manager

grazie