The phrase "a wealth manager" is correct and usable in written English.
It can be used when referring to a professional who provides financial services and advice to clients regarding investments, estate planning, and other financial matters.
Example: "After careful consideration, I decided to hire a wealth manager to help me grow my investment portfolio."
Alternatives: "financial advisor" or "investment manager."
"Where the contract says 'We will replace all the trim work in your house,' you want to have a general understanding of what 'trim work' would be," said Robert Dowling, a wealth manager with Modera Wealth Management in New Jersey.
For a wealth manager, it depends on how big a portfolio you can give him to manage.
My father is a wealth manager.
Like a family doctor or lawyer, a wealth manager is privy to highly sensitive information.
"The pitfall with the will is, they set it and forget it," said Ken Kilday, a wealth manager at USAA.
"She is the kind of woman other women aspire to be," Alexandra Lebenthal, a wealth manager, observed.
Ms. Fleming and Ms. Mendenhall first pitched the show in 2007, using Ms. Fleming, who is married to a Deutsche Bank wealth manager, as a central character.
If you're concerned about whether an adviser's parent firm is going to survive a crisis or if you're not happy with your portfolio, there are some important questions to ask before you make a change to a new wealth manager.
Ron Cordes, a former wealth manager and now a philanthropist who describes himself as a "pro bono evangelist of impact investing," says the concept is great.
DAVID RAE, CFP®, AIF® is a Los Angeles-based Wealth Manager with Trilogy Financial Services, a regular contributor to the Advocate Magazine, and a financial adviser proudly serving friends of the LGBT community for over a decade.
In an earlier piece, DealBook listed the potential cast, which included Ms. Fleming, 49, who is married to a Deutsche Bank wealth manager, and perhaps a dozen others.
