"wealth services" is a correct and usable phrase in written English, and it is used to refer to services offered by financial advisors and other money-management professionals.
For example: "We are proud to offer a wide range of wealth services to our clients, including investment management, portfolio analysis, and retirement planning."
"We are in uncharted territory right now," said R. Scott Johnston, partner in the private wealth services group at the law firm Holland & Knight.
David Scott Sloan, co-chairman of private wealth services at the law firm Holland & Knight, said he encouraged clients with substantial wealth to set up committees of advisers.
John Butler is vice president and head of wealth services for Goldmoney and a consultant to Cobden Partners, an economic consultancy.
Glassman Wealth Services, a McLean-based financial advisory firm, offers its workers "thinking days," an idea borrowed from former Microsoft chief executive Bill Gates.
If you want to shield your assets, David Scott Sloan, a lawyer and co-chairman of the private wealth services group at Holland & Knight in Boston, suggests purchasing homes and other assets through a limited liability corporation.
"The first time children make decisions together about significant wealth, it is usually sometime around settling the parents' estate," said Mr. Rogerson, the director of family wealth services at BNY Mellon Wealth Management.
Charles Schwab, now a wealth-management giant with $2.5 trillion under management, in March rolled out its own automated wealth service, targeting people with as little as $5,000 in savings.
This segment includes personal loans and deposit taking activities, bank card business, personal wealth management services and remittance services.
The company also offers wealth management services and online & traditional brokerage services.
Investment advice runs in a range from simple online help to full-fledged wealth management services.
This segment also offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families.
