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Top Wealth Management Freelancing Services

How Wealth Management Professionals Can Help You

Wealth management combines both financial planning and specialized financial services in order to sustain and grow long-term wealth. It is an investment-advisory role that incorporates elements of financial planning, investment portfolio management and other financial services to best serve their client's needs. Typical industry services are retail banking services, estate planning, legal and tax advice, and investment management services. High-net-worth individuals, business owners and families who desire the assistance of a financial advisory specialist reach out to wealth managers for things such as estate planning, taxes and investments. Finding and Connecting with a wealth manager is made simple at Guru.com.

If you're looking to turn your wealth into something sustainable for years or generations to come, then connecting with a wealth manager for sound advice on your best options is the way to go. You'll avoid the headaches and pitfalls of trying to navigate the vast terrain and knowledge of the wealth management world and laws. Connecting with a professional will instead allow you to free up your time, capitalize on all tax breaks and similar money saving practices, and maintain and generate substantial wealth as the years go by. Guru.com has made it easier than ever to connect with top-tier wealth managers from around the globe! All you have to do is name your requirements and price, and a freelance wealth expert will be ready for hire when you are.

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Pay by Milestones

Milestones are like checkpoints you create to ensure you're happy with the work every step of the way. Build as many milestones into your job as you want — set a due date for each milestone and the amount to be paid.

Pay by Task

Pay for a single completed task, however big or small. Create and assign tasks for work as needed, and generate invoices from each task once they are completed.

Pay by the Hour

Track progress with ease and confidently pay freelancers by the hour. Use our TimeTracker software to see in the moment updates of work being done. Hiring multiple freelancers for your job? Stay organized with a breakdown of each freelancer's hourly rate and time tracked.

Pay Using Recurring Payments

Easily pay your go-to freelancers on an ongoing basis. Set up to four recurring payment rules for any given job — pay every week, every other week, every month, or every quarter. Stop or Resume payments at any point with just a click of a button.

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Customer Satisfaction

Based on Paid Invoices

99.9%

Apr. 2018

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