Wealth management involves a team providing high-quality financial products and services to enhance clients' financial health. It encompasses various services like financial planning, portfolio management, tax, retirement, and estate planning. A wealth manager should act as a fiduciary, prioritizing clients' best interests and providing comprehensive advice. Holding industry credentials like CFP®, CLU®, and CFA® demonstrates competency and commitment. At Mader Shannon, we tailor our services to clients' objectives and risk tolerance, ensuring objective advice, reasonable expectations, and education on financial solutions.
