What Is Wealth Advisory?
What Is Wealth Advisory?
What Is Wealth
Advisory?
Published: January 17, 2024
Published: January 17, 2024
Published: January 17, 2024
Reading Time: 2 Min
Reading Time: 2 Min
Reading Time: 2 Min
Written by: The Zoe Team
Written by: The Zoe Team
Written by: The Zoe Team
Wealth advisory is often misunderstood. Many assume it is solely about investment management—managing your money in a portfolio to generate returns. This should not be the case: wealth advisory should take a much more holistic approach. Understanding the services a wealth planner provides will help you evaluate whether they are meeting your needs effectively and comprehensively.
Wealth advisory is often misunderstood. Many assume it is solely about investment management—managing your money in a portfolio to generate returns. This should not be the case: wealth advisory should take a much more holistic approach. Understanding the services a wealth planner provides will help you evaluate whether they are meeting your needs effectively and comprehensively.
4 Broad Services Wealth Advisors Can Offer:
1. Robo-investments: A robo-advisor manages your portfolio using algorithms with minimal human involvement. While efficient, this approach offers little to no personalization.
2. Wealth Planning: Provides a complete review of your financial situation, creating a roadmap to achieve your goals. This includes budgeting, insurance, retirement planning, investment guidance, and other tailored strategies like saving for education or purchasing a home. Your unique goals shape each financial decision.
3. Investment Management: This involves hands-on oversight of your investments, such as asset allocation, portfolio rebalancing, alternative investments, and tax-loss harvesting to optimize returns.
4. Advanced Planning: Advanced planning addresses complex financial needs like estate planning, business succession, legacy planning, and philanthropy. If these services are required, ensure your planner has the required experience to handle them effectively.
4 Broad Services Wealth Advisors Can Offer:
1. Robo-investments: A robo-advisor manages your portfolio using algorithms with minimal human involvement. While efficient, this approach offers little to no personalization.
2. Wealth Planning: Provides a complete review of your financial situation, creating a roadmap to achieve your goals. This includes budgeting, insurance, retirement planning, investment guidance, and other tailored strategies like saving for education or purchasing a home. Your unique goals shape each financial decision.
3. Investment Management: This involves hands-on oversight of your investments, such as asset allocation, portfolio rebalancing, alternative investments, and tax-loss harvesting to optimize returns.
4. Advanced Planning: Advanced planning addresses complex financial needs like estate planning, business succession, legacy planning, and philanthropy. If these services are required, ensure your planner has the required experience to handle them effectively.
Choosing the Right Wealth Advisor
The best wealth advisor for you depends on your unique needs and goals. The key is to equip yourself with the knowledge to ask the right questions and have meaningful conversations about your financial future.
Choosing the Right Wealth Advisor
The best wealth advisor for you depends on your unique needs and goals. The key is to equip yourself with the knowledge to ask the right questions and have meaningful conversations about your financial future.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
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Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved