Wealth management

Wealth management​ is a professional service for individuals that combines financial planning, investment management, accounting, legal and tax advices, philanthropy, health planning and lifestyle.
Earliest mention of the term "wealth management​" was in the book "Fishermen and fish: A sequel to For America, an interpretation and plan"[1] in 1933.

References

1. Fowler, William Franklin (1933). Fishermen and fish: A sequel to For America, an interpretation and plan. Lynbrook, N.Y: W.F. Fowler. p. 38. Retrieved 2013-01-30. 

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