Having a wealth manager in your corner will help you navigate change while keeping your long-term interests in mind. A wealth manager is invaluable if: You’re going through a major life transition such as a marriage, divorce, inheritance, or retirement. You have a complex financial situation, such as a high net worth, multiple income streams, or a large portfolio. You lack the time, expertise or interest in finance, but know it’s important. You have goals you want to reach but can’t see the path to achieving them.