In recent years, the term "wealth management" has come to mean a lot of different things to different people.  For more on the growing interest of banks, brokers, and other financial services providers in wealth management, please read an article we wrote titled "Promises and Perils of Wealth Management".

At McKinley Carter, we think that there are three essential components to effective "wealth management":  

Breadth and depth of technical financial expertise

Capacity to communicate and coordinate

Sensible, flexible fee structure