Wealth management is the combination of the investments of the client along with taxes and estate plans to achieve their specific goals via proper management of their financial resources. It is a discipline of investment advisory that mixes investment portfolio management, financial planning, and a number of other financial services.
It is also regarded as a high-level form of private banking for those who are pretty wealthy. A proper wealth management firm can help the rich individuals and prospering businesses to safeguard their fortune.
The firm that offers the best wealth management services:
Wealth management firms like Infinium Capital Management, LLC (ICM) function exclusively with the aim of hiring professionals with a thorough knowledge and skill of every aspect of financial advising. Established by Chuck Whitman Infinium in Chicago, the firm offers the best wealth management services to its clients. Mr. Whitman has received the degree in finance from the well-known DePaul University in Chicago. Before becoming the founder of ICM, Chuck worked as a portfolio executive for several wealth management companies with his main focus on gaining as much understanding and experience about the industry and its working methods as possible. Under the supervision of Mr. Whitman, the company developed in a developed organization and scored 4th rank in the Wealth management business sector.
Benefits offered by wealth management firm:
Chuck says that wealth management offers several benefits as it helps in decreasing estate tax, income tax and capital gains tax. It also allows you to increase your assets and earn better revenues. A diverse portfolio prepared by the wealth management experts at Infinium Capital Management can help to protect your assets from creditors, liabilities, mortgages and much more. At ICM, the wealth management assists in securing the principal assets and to increase the rate of return on your assets and investments. Several tools are utilized for achieving this objective. The tools are in the form of education developer, investments planner, time deposit calculator, etc. Wealth management can assist you to manage debts that may or else worsen out of hand. It can also organize your tax so that you are not wasting any more than you lawfully need to when it comes to paying taxes.
About Mr. Whitman:
Charles F Whitman served ICM as CEO till 2012 when Scott Rose, has been appointed as the CEO. Mr. Whitman has then been promoted to become the chairman of the ICM Group. Later on, Chuck has founded Whitman Asset Management Company (WAM), the company that believes in providing most advanced Macro Tactical Asset Management plans and means. Recognized for his vast talent and dedication towards work, Mr. Whitman worked comprehensively on investigating and learning about the numerous Macro Strategic business procedures before launching his project, WAM. This has benefitted the company in achieving major victory and distinguishability in the industry at once. Obviously, the applause for the massive victory of this new organization has been credited to Mr. Whitman’s laborious work and commitment to the project.