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Tag: Wealth and financial management

A wealth and financial management advisor’s financial check-up checklist

wealth and financial management

Financial advisors provide asset, wealth, and financial management services, and our clients often ask, “what’s the difference?” While asset management vs. wealth management services are discrete areas of financial planning, there’s lots of crossover within a client’s portfolio.

Good Life Asset Strategies, LLC is a registered investment advisor located in Fort Worth, Texas.  Good Life Asset Strategies, LLC and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states within which the firm maintains clients.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Such an offer can only be made in the states that Good Life Asset Strategies, LLC is either registered or a notice filer or an exemption from registration is available under the securities laws or other laws.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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