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Private Wealth Manager vs. Financial Planner: What's the Difference?

07/28/2020

While both professionals provide basic financial advising services like goal planning, investment management services and some limited tax and estate planning, a private wealth manager takes a much deeper, comprehensive and more proactive role (with) a client's wealth management," says Nathan Imboden, a certified financial planner who serves as vice president and personal CFO at Questmont Strategic Wealth Advisors.

U.S. News & World Report, July 28, 2020

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