What’s in a name? Actually, a lot when it comes to distinguishing between a financial advisor and a wealth manager — two terms that seem similar, but are in fact, very different. Financial advisors work with a variety of clients including individuals, businesses and organizations providing services such as investment management, financial planning and estate planning. Private wealth managers on the other hand, like Suzanne DeWitt, work with high-net-worth individuals and multi-generational families, structuring their asset holdings while managing their tax exposure in exquisite detail. As a tax, legal and business finance life coach, she is a connoisseur when it comes to managing complex legal matters such as global tax minimization and cross-border wealth planning and implementation, helping her clients make informed decisions about their investments, income and expenses to build and preserve their wealth over time; DeWittPLLC.com.
