Wealth Management is the most advanced form of financial planning services. It is mainly concerned with providing comprehensive investment management services to high net worth individuals that usually have complex financial planning needs. As a reference, these individuals are those who have at least $750,000 in assets under management (AUM) or have a net worth of $1.5 million or more. https://jakemilkerson.medium.com/what-does-a-wealth-manager-do-4616...