Eric Felsenfeld

  For many people, money is a complex and intimidating topic. Managing wealth can feel overwhelming, especially when the stakes are high. However, understanding how wealth management operates can make the process much simpler. In essence, wealth management is the process of handling an individual’s financial assets to achieve long-term goals. From tax and estate planning to investment strategies, wealth management covers a range of services. With the right approach, individuals can protect and grow their assets for a secure future. In this guide, Eric Felsenfeld explores essential wealth management tactics, best practices, and strategies for success. Whether you are new to investing or looking to refine your financial plans, this guide will equip you with the knowledge to take charge of your financial future. What is Wealth Management? Wealth management and financial planning are often confused, but they are not the same. Financial planning is a broad term that involves setting fi...