Founding Partner and Financial Advisor Angie Spielman speaks with Insider to discuss her role as a private wealth manager and how she advises high-net-worth clients to maximize their overall wealth using a holistic approach to portfolio management and investing.
“A private wealth manager advises high-net-worth individuals and families on how to invest portfolios based on specific risk tolerances and investment horizon. In addition to that, they offer services such as portfolio management, estate and tax planning, as well as business management via additional team members.”
