Accounting, Tax & Financial Advisory

Wealth Managers near you

Hiring guide

Why hire a Wealth Manager

What does a Wealth Manager do?

A wealth manager provides investment management, tax planning, estate planning and retirement strategy for high-net-worth individuals and families, including cross-border assets.

Also known as: private wealth manager, wealth advisor, high-net-worth advisor

Services Wealth Managers provide

Investment managementPortfolio management for long-term growth.
Tax planningCoordinated tax strategies.
Estate planning coordinationTrusts and wealth transfer.
Cross-border wealth planningAssets in more than one country.
Philanthropy planningCharitable giving strategies.
Family office servicesCoordinating all family finances.

Benefits of hiring a Wealth Manager

  • Integrated planning. Investments, taxes and estate in one strategy.
  • Protect and grow wealth. Long-term portfolio management.
  • Cross-border expertise. Coordinate assets in multiple countries.

Why hire a Wealth Manager who speaks your language

A wealth manager who speaks your language understands family priorities across generations and countries and explains strategy to every family member.

Frequently asked questions

How do I find a Wealth Manager near me who speaks your language?

Choose Wealth Manager and your preferred language in the search above, then share your location or enter a city or ZIP code. ReRoot shows wealth managers near you who list your language on their profile, so you can compare them and message them directly.

Can I talk to a Wealth Manager in your language before hiring?

Yes. Message providers on ReRoot in the language you're most comfortable with to ask about their experience, availability and fees before you commit.

This guide is general information, not tax, investment or financial advice.