If your net-worth is more than $250K… You probably need a wealth manager.
If your net-worth is more than $500K… You really need a wealth manager.
If your net-worth is more than $1M… You absolutely need a wealth manager
Wealth management is for anyone serious about strategically accumulating, investing, and protecting their assets. Even if you don’t meet the net-worth requirements right now – you should start talking with a financial planner set the proper foundation of building wealth