I have a longstanding problem concerning how to explain the work I do. When I describe myself as a wealth manager people often wonder what that really means. Referring to myself as a lawyer who helps people with their money only creates more confusion. Using the widely known descriptor of “financial advisor” causes many people to confuse my work with that of an investment advisor or broker. I want to be able to describe what I do fully and understandably in just a few words.
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