Wealth management in broadest sense defines the combining of personal investment management, financial advisory, and planning disciplines directly for the benefit ofclients.
Apt Advisors, helps relationships to construct an entire investment portfolio and advises on how to prepare for present and future financial needs. The investment portion of wealth management normally entails both asset allocation of a whole portfolio as well as the selection of individual investments. The planning function of wealth management often incorporates tax planning around the investment portfolio as well as estate planning.
Our wealth management relationship works on philanthropic counselling or coordination of the governance and routine administrative matters of big and small families. We correspondingly add banking and lending capabilities or legal advice in our service mix.