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by PETER W. TUZ, CFA, CFP® | Sep 20, 2021 | Insights
A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with high-net-worth individuals, wealth...by PETER W. TUZ, CFA, CFP® | Aug 31, 2021 | Insights
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look up “advisor”, there are words...