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What is Wealth Management?

Learn more about the service Markowski Investments provides to individual investors and families.

Wealth management is a type of financial advisory service for seasoned investors and others with a high net worth.

Wealth managers are responsible for advising their clients on all aspects of growing their wealth, including investment, estate planning, tax planning, and any other relevant topic.


To maintain and expand one’s wealth, wealth management integrates budgeting and investing tactics. 

This includes retirement planning, inheritance tax and estate planning, and other aspects of financial planning in addition to investment management.

Wealth management gives you access to a wide range of investment and advisory services under one roof. These services are designed to assist you in putting into action the most productive and financially advantageous strategy for your finances at each and every stage of your life.


If you have accumulated large amounts of assets, wealth management can help make sure they are protected, invested wisely, and distributed efficiently. Contact us to learn more about how our wealth management process works.

What are Typical Services in Wealth Management?

Accounting services
Social Security
Charitable giving plans
Education planning for family members
Estate and other legal planning
Retirement planning
Stock options planning and advice
Tax services and planning
Managing and planning investments

(ie: Hedge Funds and Money Markets)

What is the Wealth Management Process?

A wealth manager’s primary responsibility is to maximize their client’s returns on assets by capitalizing on their extensive knowledge of the financial markets. They could recommend investments in private equity funds or hedge funds, both of which are limited to clients with a certain amount of wealth.

Income generation

The primary responsibility of a wealth manager is to investigate new alternatives via which their clients might increase their income. Today, many people have become wealthy as a result of inflation and the expansion of available economic options. 

Asset protection

One of the things that a wealth manager is responsible for is finding ways to reduce potential risks, such as problems in their company transactions or properties, marital conflicts, and succession issues brought on by heirs. They have to have an in-depth understanding of how to shift money into various circumstances that are legal and protected at the same time. For instance, they may recommend using offshore financial institutions in order to positively alter the manner in which money and income are taxed, or they may advocate setting up trust funds for their client’s children. Both of these options are examples of tax avoidance strategies.


When a client has a substantial amount of money, it is possible that they may be required to make substantial tax payments. However, a skilled wealth manager needs to be aware of how to structure assets in such a way as to make the process of paying taxes effectively, with the goal of reducing the total amount that is subject to taxation.

When the income level is high, the rules governing taxes may become quite complicated. The wealth manager is responsible for choosing the most advantageous tax strategies and providing advice on inheritance, company, and personal tax issues.

What advantages does Wealth Management offer?

    • The goals of each individual client are taken into consideration while developing a wealth management plan. The client’s financial goals are prioritized and the appropriate financial solutions are integrated to help them succeed.

    • The handling of confidential client information is an essential component of advisory services. It is imperative for financial planners and investment advisors to protect the confidentiality of any and all client information collected in the course of providing financial planning and consulting services. (For an in-depth look at the privileges that come with being a client, be sure to read Full Rights of a Client)

    • A wealth management advisor uses a variety of financial specializations, such as financial and accounting, tax services, investment advice, legal or estate planning, and retirement planning, to manage the wealth of its clients.

    • The status of the economy, the average income per person, and the people’s predisposition to save money can all have an effect on how wealth is managed, and the practices and services that go along with it can vary from one area to another.

    • Wealth management is not the same as investment advice. The first strategy is a more all-encompassing method in which a single manager coordinates all of the services required to manage the client’s money and prepare for the client’s needs, which may include both the client’s immediate and long-term family requirements.

How to find the Right Wealth Manager?

Finding a trusted wealth manager who has the required credentials and experience to provide you with personalized, well-informed advice is crucial. You may, for instance, seek a certified investment management analyst (CIMA), a certified private wealth adviser (CPWA), or a certified financial planner (CFP), among other credentials. 

Markowski Investments is a wealth management company that puts individual and family investors’ needs first. Markowski Investments’ partners are well-versed in the dynamics between economic and political shifts and the needs of individual clients seeking assistance with their finances. The company’s founding principle was based on the idea that small investors are underserved by giant Wall Street corporations. Its purpose is to provide you with the knowledge and insight you need to keep your wealth safe and build it in accordance with your objectives.

Complimentary Financial Consultation

Complete the form to take advantage of a free financial consultation with one of our advisors to gain a clearer picture on your current financial standing. (Est. value $1,000)