Building a well-balanced portfolio of investments, which accomplishes a steady growth of wealth, is a life goal for many. Regardless of how busy life gets with other pursuits, wealth management should not be put on the backburner.

The world of wealth management has quickly adapted to technological advancement and financial evolution. Besides the tech advances, black swan events, such as the recent COVID-19 pandemic and the invasion of Ukraine, had drastic implications on many an investor’s portfolios. The volatile environment makes it all the more important for individuals to managetheir finances andassets carefully.