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What is Wealth Management and Why Do I Need It?

As many people with significant assets near retirement, they often want to know what is wealth management and what it can offer. Wealth management entails all management functions of a person’s wealth and assets. This includes both financial planning and investment management services. In contrast to other financial professionals, wealth managers are concerned with delivering…

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Wealth Transition and the Importance of Having a Succession Plan in Place

In years gone by, the concept of ‘financial advice’ meant literally recommending investments and building portfolios. Advisors would trek out to lunch presentations by all the mutual fund companies and promoters, then return to their offices and make some calls to unsuspecting clients, pitching them the next best thing, regurgitating soundbites from star portfolio managers….

Exponent Investment Management