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professional wealth management services

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Professional wealth management services

by Tony Novak, CPA, MBA, MT
,last updated on 12/1/2011

This article is meant as an introduction to professional wealth management services. Wealth management services are typically delivered through a ‘team approach’ of several advisers and include:

  • Investment management expertise of a Registered Investment Adviser 
  • Independent, non-commissioned financial planning advice as needed
  • Real estate expertise and services
  •   Tax return preparation
  • Insurance services in all states
  • Financial planning focusing on the following five areas of practice:

    1. Compensation planning  

    2. Tax planning

    3. Executive Benefit Plans

    4. Health care planning

    5. Utilizing technology to manage finances with greater efficiency

The overall goal of a wealth management service is to provide a more personalized and streamlined management system than is otherwise available though the retail financial services industry.

Status: incomplete

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tonynovak.comThis Web site is independently owned and operated by Tony Novak operating under the trademarks “Freedom Benefits”, “OnlineAdviser” and “OnlineNavigator”. Opinions expressed are the sole responsibility of the author and do not represent the opinion of any other person, company or entity mentioned. Tony Novak is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier and has no financial position in any stocks mentioned. Novak may act as and be compensated as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to the companies listed on this site or other commercial companies and non-governmental insurance exchanges. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties.

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