The distinction between traditional financial planning and wealth management often boils down to semantics. Wealth management services include investment advice, consulting with client accounting and tax services, retirement and estate planning, etc. That looks a lot like financial planning.
At Conversion Financial, our wealth management process provides for detailed asset allocation and security selection. We will generate a portfolio with an eye on your tax profile and estate plan. If you are just starting out, with a checking account, savings account, and a 401(K), then we will work with you on a strategy designed to meet your initial goals, preparing your for the longer journey ahead.