For those who wish to leave a legacy, financial advisors can assist in figuring out a strategy to transfer your wealth to the next generation, whether that’s family, friends or charitable causes.

Banks, brokerages, and independent advisors may offer private wealth management services that have a different level of expertise and client service to cater to the unique needs of wealthy clients ...

Stand-alone financial plans: $1,000 to $3,000 Annual retainers: Up to $7,500 Hourly consultations: $200 to $400 per hour ...